JWM
LNC icon

Jessup Wealth Management’s Lincoln National LNC Stock Holding History

Jessup 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
2026
Q1 		– Sell
-132,022
Closed -$5.88M – 223
2025
Q4 		$5.88M Sell
132,022
-1,144
-0.9% -$47.6K 1.94% 17
2025
Q3 		$5.37M Sell
133,166
-3,870
-3% -$150K 2% 14
2025
Q2 		$4.74M Sell
137,036
-16,982
-11% -$555K 1.9% 16
2025
Q1 		$5.53M Buy
+154,018
New +$5.46M 2.32% 18

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 $298B AUM 21.96% 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 $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jessup Wealth Management's LNC Position: Q1 2026 in Review

Jessup Wealth Management sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 132,022 shares — an estimated $5.88M sold.

Jessup Wealth Management first reported a position in LNC in Q1 2025 and held it in 4 quarters. The position peaked at $5.88M in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Jessup Wealth Management reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 132,022 Lincoln National shares in Q1 2026, an estimated $5.88M.
  • Jessup Wealth Management first reported a position in Lincoln National in Q1 2025 and held it in 4 quarters.
  • Jessup Wealth Management's Lincoln National position peaked at $5.88M in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.