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Jaffetilchin Investment Partners’s Lincoln National LNC Stock Holding History

Jaffetilchin Investment Partners’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 		$2.35M Sell
66,337
-1,580
-2% -$60.7K 0.14% 114
2025
Q4 		$3.02M Sell
67,917
-735
-1% -$30.6K 0.18% 90
2025
Q3 		$2.77M Sell
68,652
-3,231
-4% -$125K 0.17% 97
2025
Q2 		$2.49M Sell
71,883
-1,254
-2% -$41K 0.16% 98
2025
Q1 		$2.63M Sell
73,137
-22,670
-24% -$804K 0.19% 92
2024
Q4 		$3.04M Buy
+95,807
New +$3.19M 0.22% 76
2024
Q3 		– Sell
-20,241
Closed -$629K – 1362
2024
Q2 		$629K Buy
20,241
+984
+5% +$29.8K 0.05% 190
2024
Q1 		$615K Buy
+19,257
New +$532K 0.06% 186
2023
Q4 		– Sell
-15,384
Closed -$380K – 366
2023
Q3 		$380K Sell
15,384
-3,809
-20% -$99.6K 0.04% 239
2023
Q2 		$494K Buy
+19,193
New +$421K 0.05% 203
2021
Q3 		– Sell
-17,759
Closed -$893K – 389
2021
Q2 		$893K Buy
17,759
+14,024
+375% +$926K 0.06% 184
2021
Q1 		$233K Sell
3,735
-14,024
-79% -$775K 0.03% 312
2020
Q4 		$893K Buy
+17,759
New +$755K 0.13% 116
2017
Q4 		– Sell
-3,089
Closed -$227K – 270
2017
Q3 		$227K Buy
3,089
+60
+2% +$4.23K 0.05% 263
2017
Q2 		$205K Sell
3,029
-5,187
-63% -$343K 0.07% 210
2017
Q1 		$538K Hold
8,216
– – 0.14% 127
2016
Q4 		$544K Buy
+8,216
New +$478K 0.16% 108
2015
Q2 		– Sell
-16,183
Closed -$930K – 228
2015
Q1 		$930K Buy
16,183
+10,262
+173% +$573K 0.28% 56
2014
Q4 		$341K Buy
5,921
+1,790
+43% +$97.4K 0.11% 141
2014
Q3 		$221K Sell
4,131
-2,225
-35% -$118K 0.08% 179
2014
Q2 		$327K Buy
6,356
+2,265
+55% +$112K 0.12% 163
2014
Q1 		$207K Sell
4,091
-6,295
-61% -$316K 0.08% 178
2013
Q4 		$536K Buy
10,386
+132
+1% +$6.32K 0.26% 82
2013
Q3 		$431K Buy
+10,254
New +$433K 0.25% 85

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
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
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 $2.9T AUM 29.55% 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

Jaffetilchin Investment Partners's LNC Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Lincoln National (LNC) stake by 2.3% in Q1 2026, selling an estimated $60.7K and leaving 66,337 shares worth $2.35M. The position accounts for 0.14% of the portfolio, ranked #114.

Jaffetilchin Investment Partners first reported a position in LNC in Q3 2013 and has held it in 24 quarters since. The position peaked at $3.04M in Q4 2024. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Jaffetilchin Investment Partners held 66,337 shares of Lincoln National worth $2.35M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 1,580 Lincoln National shares in Q1 2026, an estimated $60.7K.
  • Lincoln National made up 0.14% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #114 holding.
  • Jaffetilchin Investment Partners first reported a position in Lincoln National in Q3 2013 and has held it in 24 quarters since.
  • Jaffetilchin Investment Partners's Lincoln National position peaked at $3.04M in Q4 2024.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.