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Forum Financial Management’s Lincoln National LNC Stock Holding History

Forum Financial 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
-7,862
Closed -$350K – 700
2025
Q4 		$350K Buy
7,862
+6
+0.1% +$250 ﹤0.01% 664
2025
Q3 		$317K Buy
7,856
+1,282
+20% +$49.6K ﹤0.01% 709
2025
Q2 		$227K Buy
6,574
+363
+6% +$11.9K ﹤0.01% 830
2025
Q1 		$223K Buy
+6,211
New +$220K ﹤0.01% 758
2022
Q3 		– Sell
-4,388
Closed -$205K – 580
2022
Q2 		$205K Hold
4,388
– – 0.01% 519
2022
Q1 		$286K Hold
4,388
– – 0.01% 415
2021
Q4 		$300K Buy
+4,388
New +$310K 0.02% 425

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's LNC Position: Q1 2026 in Review

Forum Financial Management sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 7,862 shares — an estimated $350K sold.

Forum Financial Management first reported a position in LNC in Q4 2021 and held it in 7 quarters. The position peaked at $350K in Q4 2025. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Forum Financial Management reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 7,862 Lincoln National shares in Q1 2026, an estimated $350K.
  • Forum Financial Management first reported a position in Lincoln National in Q4 2021 and held it in 7 quarters.
  • Forum Financial Management's Lincoln National position peaked at $350K in Q4 2025.
  • 615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.