CD
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Chapin Davis’s Lincoln National LNC Stock Holding History

Chapin Davis’s Portfolio LNC Stock Details LNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,080
Closed -$383K – 255
2025
Q2 		$383K Hold
11,080
– – 0.11% 160
2025
Q1 		$398K Hold
11,080
– – 0.14% 141
2024
Q4 		$349K Hold
11,080
– – 0.11% 154
2024
Q3 		$349K Hold
11,080
– – 0.11% 155
2024
Q2 		$345K Hold
11,080
– – 0.12% 156
2024
Q1 		$354K Hold
11,080
– – 0.13% 155
2023
Q4 		$299K Hold
11,080
– – 0.13% 155
2023
Q3 		$274K Hold
11,080
– – 0.13% 150
2023
Q2 		$285K Hold
11,080
– – 0.14% 153
2023
Q1 		$249K Buy
+11,080
New +$329K 0.13% 170

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Chapin Davis's LNC Position: Q3 2025 in Review

Chapin Davis sold out of Lincoln National (LNC) in Q3 2025, closing a stake of 11,080 shares — an estimated $383K sold.

Chapin Davis first reported a position in LNC in Q1 2023 and held it in 10 quarters. The position peaked at $398K in Q1 2025. 605 funds tracked by Wall St. Rank hold LNC as of Q3 2025.

  • Chapin Davis reported no remaining Lincoln National position as of Q3 2025 after selling out during the quarter.
  • Chapin Davis sold 11,080 Lincoln National shares in Q3 2025, an estimated $383K.
  • Chapin Davis first reported a position in Lincoln National in Q1 2023 and held it in 10 quarters.
  • Chapin Davis's Lincoln National position peaked at $398K in Q1 2025.
  • 605 funds tracked by Wall St. Rank held Lincoln National as of Q3 2025.

Based on Chapin Davis's 13F filing for Q3 2025, filed 9 Oct 2025.