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Journey Strategic Wealth’s Lincoln National LNC Stock Holding History

Journey Strategic 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
2026
Q1 		$284K Sell
8,007
-1
-0% -$38 0.01% 572
2025
Q4 		$357K Buy
8,008
+86
+1% +$3.58K 0.01% 430
2025
Q3 		$319K Buy
7,922
+140
+2% +$5.41K 0.01% 453
2025
Q2 		$269K Buy
+7,782
New +$255K 0.01% 479

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

Journey Strategic Wealth's LNC Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Lincoln National (LNC) stake by 0.01% in Q1 2026, selling an estimated $38 and leaving 8,007 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #572.

Journey Strategic Wealth first reported a position in LNC in Q2 2025 and has held it in 4 quarters since. The position peaked at $357K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Journey Strategic Wealth held 8,007 shares of Lincoln National worth $284K as of Q1 2026.
  • Journey Strategic Wealth sold 1 Lincoln National share in Q1 2026, an estimated $38.
  • Lincoln National made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #572 holding.
  • Journey Strategic Wealth first reported a position in Lincoln National in Q2 2025 and has held it in 4 quarters since.
  • Journey Strategic Wealth's Lincoln National position peaked at $357K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.