Global Financial Private Client’s Lincoln National LNC Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-33	Closed	-$1.19K	–	993
2025 Q1	$1.19K	Buy	33 +24	+267%	+$851	﹤0.01%	1018
2024 Q4	$285	Buy	+9	New	+$300	﹤0.01%	1140
2023 Q2	–	Sell	-25	Closed	-$559	–	693
2023 Q1	$559	Hold	25	–	–	﹤0.01%	647
2022 Q4	$768	Hold	25	–	–	﹤0.01%	622
2022 Q3	$1.14K	Hold	25	–	–	﹤0.01%	568
2022 Q2	$1.19K	Hold	25	–	–	﹤0.01%	555
2022 Q1	$1.64K	Hold	25	–	–	﹤0.01%	548
2021 Q4	$1.71K	Hold	25	–	–	﹤0.01%	535
2021 Q3	$1.75K	Hold	25	–	–	﹤0.01%	485
2021 Q2	$1.61K	Hold	25	–	–	﹤0.01%	494
2021 Q1	$1.57K	Hold	25	–	–	﹤0.01%	462
2020 Q4	$1.26K	Buy	+25	New	+$1.06K	﹤0.01%	459

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

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

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

Principal Financial Group

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