Kercheville Advisors’s Lincoln National LNC Stock Holding History

Kercheville Advisors’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 Q2	–	Sell	-6,000	Closed	-$215K	–	109
2025 Q1	$215K	Buy	+6,000	New	+$213K	0.09%	78

Other funds holding LNC

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Kercheville Advisors's LNC Position: Q2 2025 in Review

Kercheville Advisors sold out of Lincoln National (LNC) in Q2 2025, closing a stake of 6,000 shares — an estimated $215K sold.

Kercheville Advisors first reported a position in LNC in Q1 2025 and held it in 1 quarter. The position peaked at $215K in Q1 2025. 566 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

Kercheville Advisors reported no remaining Lincoln National position as of Q2 2025 after selling out during the quarter.
Kercheville Advisors sold 6,000 Lincoln National shares in Q2 2025, an estimated $215K.
Kercheville Advisors first reported a position in Lincoln National in Q1 2025 and held it in 1 quarter.
Kercheville Advisors's Lincoln National position peaked at $215K in Q1 2025.
566 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on Kercheville Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.