CWM
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Connecticut Wealth Management’s Lincoln National LNC Stock Holding History

Connecticut Wealth Management’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
-4,541
Closed -$202K – 334
2025
Q4 		$202K Buy
+4,541
New +$189K 0.01% 312

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connecticut Wealth Management's LNC Position: Q1 2026 in Review

Connecticut Wealth Management sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 4,541 shares — an estimated $202K sold.

Connecticut Wealth Management first reported a position in LNC in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Connecticut Wealth Management reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Connecticut Wealth Management sold 4,541 Lincoln National shares in Q1 2026, an estimated $202K.
  • Connecticut Wealth Management first reported a position in Lincoln National in Q4 2025 and held it in 1 quarter.
  • Connecticut Wealth Management's Lincoln National position peaked at $202K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.