Impact Partnership Wealth’s Lincoln National LNC Stock Holding History

Impact Partnership Wealth’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 Q4	–	Sell	-5,872	Closed	-$237K	–	407
2025 Q3	$237K	Buy	+5,872	New	+$227K	0.04%	264
2024 Q3	–	Sell	-6,868	Closed	-$214K	–	265
2024 Q2	$214K	Sell	6,868 -911	-12%	-$27.6K	0.06%	196
2024 Q1	$248K	Sell	7,779 -1,258	-14%	-$34.7K	0.1%	142
2023 Q4	$244K	Buy	9,037 +2,381	+36%	+$57.2K	0.09%	150
2023 Q3	$164K	Buy	+6,656	New	+$174K	0.05%	213

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Impact Partnership Wealth's LNC Position: Q4 2025 in Review

Impact Partnership Wealth sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 5,872 shares — an estimated $237K sold.

Impact Partnership Wealth first reported a position in LNC in Q3 2023 and held it in 5 quarters. The position peaked at $248K in Q1 2024. 627 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

Impact Partnership Wealth reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
Impact Partnership Wealth sold 5,872 Lincoln National shares in Q4 2025, an estimated $237K.
Impact Partnership Wealth first reported a position in Lincoln National in Q3 2023 and held it in 5 quarters.
Impact Partnership Wealth's Lincoln National position peaked at $248K in Q1 2024.
627 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on Impact Partnership Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.