GoalVest Advisory’s Lincoln National LNC Stock Holding History

GoalVest Advisory’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	-243	Closed	-$10.8K	–	508
2025 Q4	$10.8K	Buy	+243	New	+$10.1K	﹤0.01%	412
2022 Q2	–	Sell	-6	Closed	–	–	443
2022 Q1	$0	Buy	+6	New	+$410	﹤0.01%	452

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

GoalVest Advisory's LNC Position: Q1 2026 in Review

GoalVest Advisory sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 243 shares — an estimated $10.8K sold.

GoalVest Advisory first reported a position in LNC in Q1 2022 and held it in 2 quarters. The position peaked at $10.8K in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

GoalVest Advisory reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 243 Lincoln National shares in Q1 2026, an estimated $10.8K.
GoalVest Advisory first reported a position in Lincoln National in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's Lincoln National position peaked at $10.8K in Q4 2025.
613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.