E.S. Barr & Co’s Lincoln National LNC Stock Holding History

E.S. Barr & Co’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 Q1	–	Sell	-6,400	Closed	-$203K	–	111
2024 Q4	$203K	Sell	6,400 -235	-4%	-$7.83K	0.01%	105
2024 Q3	$209K	Buy	+6,635	New	+$207K	0.01%	103

Other funds holding LNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

E.S. Barr & Co's LNC Position: Q1 2025 in Review

E.S. Barr & Co sold out of Lincoln National (LNC) in Q1 2025, closing a stake of 6,400 shares — an estimated $203K sold.

E.S. Barr & Co first reported a position in LNC in Q3 2024 and held it in 2 quarters. The position peaked at $209K in Q3 2024. 569 funds tracked by Wall St. Rank hold LNC as of Q1 2025.

E.S. Barr & Co reported no remaining Lincoln National position as of Q1 2025 after selling out during the quarter.
E.S. Barr & Co sold 6,400 Lincoln National shares in Q1 2025, an estimated $203K.
E.S. Barr & Co first reported a position in Lincoln National in Q3 2024 and held it in 2 quarters.
E.S. Barr & Co's Lincoln National position peaked at $209K in Q3 2024.
569 funds tracked by Wall St. Rank held Lincoln National as of Q1 2025.

Based on E.S. Barr & Co's 13F filing for Q1 2025, filed 15 May 2025.