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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return