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Commonwealth Retirement Investments’s Lincoln National LNC Stock Holding History

Commonwealth Retirement Investments’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
2026
Q1 		– Sell
-2,174
Closed -$96.8K – 304
2025
Q4 		$96.8K Buy
+2,174
New +$90.5K 0.03% 149

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Retirement Investments's LNC Position: Q1 2026 in Review

Commonwealth Retirement Investments sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 2,174 shares — an estimated $96.8K sold.

Commonwealth Retirement Investments first reported a position in LNC in Q4 2025 and held it in 1 quarter. The position peaked at $96.8K in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Commonwealth Retirement Investments reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Retirement Investments sold 2,174 Lincoln National shares in Q1 2026, an estimated $96.8K.
  • Commonwealth Retirement Investments first reported a position in Lincoln National in Q4 2025 and held it in 1 quarter.
  • Commonwealth Retirement Investments's Lincoln National position peaked at $96.8K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.