HIM
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Hillsdale Investment Management’s Lincoln National LNC Stock Holding History

Hillsdale Investment 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 		$14.2K Buy
+400
New +$15.4K ﹤0.01% 625
2025
Q4 		– Sell
-1,250
Closed -$50.4K – 718
2025
Q3 		$50.4K Sell
1,250
-17,900
-93% -$692K ﹤0.01% 506
2025
Q2 		$663K Sell
19,150
-23,720
-55% -$776K 0.02% 375
2025
Q1 		$1.54M Buy
42,870
+41,370
+2,758% +$1.47M 0.08% 224
2024
Q4 		$47.6K Buy
1,500
+350
+30% +$11.7K ﹤0.01% 450
2024
Q3 		$36.2K Buy
+1,150
New +$35.9K ﹤0.01% 464
2023
Q2 		– Sell
-18,150
Closed -$408K – 607
2023
Q1 		$408K Buy
+18,150
New +$540K 0.03% 373
2019
Q3 		– Sell
-7,930
Closed -$510K – 652
2019
Q2 		$510K Hold
7,930
– – 0.05% 332
2019
Q1 		$465K Buy
+7,930
New +$470K 0.04% 335
2018
Q2 		– Sell
-110
Closed -$8K – 523
2018
Q1 		$8K Hold
110
– – ﹤0.01% 359
2017
Q4 		$8K Hold
110
– – ﹤0.01% 368
2017
Q3 		$8K Sell
110
-740
-87% -$52.2K ﹤0.01% 366
2017
Q2 		$57K Buy
850
+110
+15% +$7.27K 0.01% 309
2017
Q1 		$48K Sell
740
-3,360
-82% -$230K 0.01% 306
2016
Q4 		$272K Buy
+4,100
New +$238K 0.06% 258

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hillsdale Investment Management's LNC Position: Q1 2026 in Review

Hillsdale Investment Management opened a new position in Lincoln National (LNC) in Q1 2026: 400 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #625 among its holdings. This is a return to the name: Hillsdale Investment Management previously reported a position in LNC as recently as Q3 2025.

Hillsdale Investment Management first reported a position in LNC in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.54M in Q1 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Hillsdale Investment Management held 400 shares of Lincoln National worth $14.2K as of Q1 2026.
  • Lincoln National was a new Hillsdale Investment Management position in Q1 2026.
  • Lincoln National made up ﹤0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #625 holding.
  • Hillsdale Investment Management first reported a position in Lincoln National in Q4 2016 and has held it in 15 quarters since.
  • Hillsdale Investment Management's Lincoln National position peaked at $1.54M in Q1 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.