First Merchants Corp’s Lincoln National LNC Stock Holding History

First Merchants Corp’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	-7,374	Closed	-$234K	–	390
2024 Q4	$234K	Buy	7,374 +76	+1%	+$2.53K	0.01%	361
2024 Q3	$230K	Hold	7,298	–	–	0.01%	365
2024 Q2	$227K	Sell	7,298 -2,689	-27%	-$81.3K	0.01%	341
2024 Q1	$319K	Hold	9,987	–	–	0.02%	197
2023 Q4	$269K	Buy	+9,987	New	+$240K	0.02%	195
2021 Q1	–	Sell	-4,920	Closed	-$248K	–	247
2020 Q4	$248K	Buy	+4,920	New	+$209K	0.02%	232
2020 Q1	–	Sell	-6,920	Closed	-$408K	–	242
2019 Q4	$408K	Hold	6,920	–	–	0.04%	213
2019 Q3	$417K	Sell	6,920 -2,500	-27%	-$150K	0.04%	216
2019 Q2	$607K	Hold	9,420	–	–	0.1%	155
2019 Q1	$553K	Hold	9,420	–	–	0.09%	157
2018 Q4	$483K	Hold	9,420	–	–	0.09%	156
2018 Q3	$637K	Hold	9,420	–	–	0.1%	152
2018 Q2	$586K	Sell	9,420 -580	-6%	-$39.7K	0.1%	153
2018 Q1	$731K	Hold	10,000	–	–	0.12%	144
2017 Q4	$769K	Hold	10,000	–	–	0.13%	149
2017 Q3	$735K	Buy	+10,000	New	+$706K	0.13%	153

Other funds holding LNC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

First Trust Advisors

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

Dimensional Fund Advisors

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

Principal Financial Group

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

Geode Capital Management

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