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Crowley Wealth Management’s Lincoln National LNC Stock Holding History

Crowley 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
2025
Q4 		– Sell
-300
Closed -$12.1K – 203
2025
Q3 		$12.1K Hold
300
– – 0.01% 266
2025
Q2 		$10.4K Hold
300
– – 0.01% 264
2025
Q1 		$10.8K Hold
300
– – 0.01% 255
2024
Q4 		$9.51K Buy
+300
New +$10K 0.01% 270

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Crowley Wealth Management's LNC Position: Q4 2025 in Review

Crowley Wealth Management sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 300 shares — an estimated $12.1K sold.

Crowley Wealth Management first reported a position in LNC in Q4 2024 and held it in 4 quarters. The position peaked at $12.1K in Q3 2025. 626 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

  • Crowley Wealth Management reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 300 Lincoln National shares in Q4 2025, an estimated $12.1K.
  • Crowley Wealth Management first reported a position in Lincoln National in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Lincoln National position peaked at $12.1K in Q3 2025.
  • 626 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.