GAFA
LNC icon

Garton & Associates Financial Advisors’s Lincoln National LNC Stock Holding History

Garton & Associates Financial Advisors’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
-113
Closed -$5.03K – 438
2025
Q4 		$5.03K Buy
+113
New +$4.71K ﹤0.01% 995

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

Garton & Associates Financial Advisors's LNC Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 113 shares — an estimated $5.03K sold.

Garton & Associates Financial Advisors first reported a position in LNC in Q4 2025 and held it in 1 quarter. The position peaked at $5.03K in Q4 2025. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 113 Lincoln National shares in Q1 2026, an estimated $5.03K.
  • Garton & Associates Financial Advisors first reported a position in Lincoln National in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Lincoln National position peaked at $5.03K in Q4 2025.
  • 615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.