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Hemington Wealth Management’s Lincoln National LNC Stock Holding History

Hemington Wealth 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
2025
Q3 		$12K Buy
300
+33
+12% +$1.28K ﹤0.01% 816
2025
Q2 		$9K Sell
267
-11
-4% -$360 ﹤0.01% 897
2025
Q1 		$9K Buy
278
+44
+19% +$1.56K ﹤0.01% 853
2024
Q4 		$7K Buy
234
+42
+22% +$1.4K ﹤0.01% 901
2024
Q3 		$6K Buy
+192
New +$5.99K ﹤0.01% 883

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Hemington Wealth Management's LNC Position: Q3 2025 in Review

Hemington Wealth Management increased its Lincoln National (LNC) stake by 12% in Q3 2025, buying an estimated $1.28K and bringing the position to 300 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Hemington Wealth Management first reported a position in LNC in Q3 2024 and has held it in 5 quarters since. 604 funds tracked by Wall St. Rank hold LNC as of Q3 2025.

  • Hemington Wealth Management held 300 shares of Lincoln National worth $12K as of Q3 2025.
  • Hemington Wealth Management bought 33 Lincoln National shares in Q3 2025, an estimated $1.28K.
  • Lincoln National made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #816 holding.
  • Hemington Wealth Management first reported a position in Lincoln National in Q3 2024 and has held it in 5 quarters since.
  • 604 funds tracked by Wall St. Rank held Lincoln National as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.