InceptionR’s Lincoln National LNC Stock Holding History

InceptionR’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	-8,242	Closed	-$332K	–	757
2025 Q3	$332K	Buy	+8,242	New	+$319K	0.08%	437
2025 Q2	–	Sell	-13,819	Closed	-$496K	–	761
2025 Q1	$496K	Buy	+13,819	New	+$490K	0.15%	272
2024 Q3	–	Sell	-24,352	Closed	-$757K	–	776
2024 Q2	$757K	Buy	24,352 +13,940	+134%	+$422K	0.21%	173
2024 Q1	$332K	Buy	+10,412	New	+$288K	0.09%	393
2023 Q1	–	Sell	-22,954	Closed	-$705K	–	520
2022 Q4	$705K	Buy	+22,954	New	+$911K	0.37%	83

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

InceptionR's LNC Position: Q4 2025 in Review

InceptionR sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 8,242 shares — an estimated $332K sold.

InceptionR first reported a position in LNC in Q4 2022 and held it in 5 quarters. The position peaked at $757K in Q2 2024. 626 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

InceptionR reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
InceptionR sold 8,242 Lincoln National shares in Q4 2025, an estimated $332K.
InceptionR first reported a position in Lincoln National in Q4 2022 and held it in 5 quarters.
InceptionR's Lincoln National position peaked at $757K in Q2 2024.
626 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on InceptionR's 13F filing for Q4 2025, filed 11 Feb 2026.