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Chas P. Smith & Associates (CPS)’s Lincoln National LNC Stock Holding History

Chas P. Smith & Associates (CPS)’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
-7,484
Closed -$259K – 154
2025
Q2 		$259K Hold
7,484
– – 0.01% 146
2025
Q1 		$269K Hold
7,484
– – 0.02% 140
2024
Q4 		$237K Buy
+7,484
New +$249K 0.01% 148

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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

Chas P. Smith & Associates (CPS)'s LNC Position: Q3 2025 in Review

Chas P. Smith & Associates (CPS) sold out of Lincoln National (LNC) in Q3 2025, closing a stake of 7,484 shares — an estimated $259K sold.

Chas P. Smith & Associates (CPS) first reported a position in LNC in Q4 2024 and held it in 3 quarters. The position peaked at $269K in Q1 2025. 604 funds tracked by Wall St. Rank hold LNC as of Q3 2025.

  • Chas P. Smith & Associates (CPS) reported no remaining Lincoln National position as of Q3 2025 after selling out during the quarter.
  • Chas P. Smith & Associates (CPS) sold 7,484 Lincoln National shares in Q3 2025, an estimated $259K.
  • Chas P. Smith & Associates (CPS) first reported a position in Lincoln National in Q4 2024 and held it in 3 quarters.
  • Chas P. Smith & Associates (CPS)'s Lincoln National position peaked at $269K in Q1 2025.
  • 604 funds tracked by Wall St. Rank held Lincoln National as of Q3 2025.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q3 2025, filed 12 Nov 2025.