Laurel Wealth Advisors (North Carolina)’s Lincoln National LNC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-852	Closed	-$37.9K	–	449
2025 Q4	$37.9K	Buy	+852	New	+$35.5K	0.01%	353
2025 Q2	–	Sell	-852	Closed	-$30.6K	–	468
2025 Q1	$30.6K	Hold	852	–	–	﹤0.01%	363
2024 Q4	$27K	Hold	852	–	–	﹤0.01%	381
2024 Q3	$26.8K	Hold	852	–	–	﹤0.01%	375
2024 Q2	$26.5K	Hold	852	–	–	﹤0.01%	353
2024 Q1	$27.2K	Hold	852	–	–	﹤0.01%	356
2023 Q4	$23K	Hold	852	–	–	﹤0.01%	351
2023 Q3	$21K	Hold	852	–	–	﹤0.01%	358
2023 Q2	$21.9K	Hold	852	–	–	﹤0.01%	360
2023 Q1	$19.1K	Hold	852	–	–	﹤0.01%	364
2022 Q4	$26.2K	Hold	852	–	–	0.01%	309
2022 Q3	$37K	Sell	852 -404	-32%	-$19.5K	0.01%	281
2022 Q2	$59K	Hold	1,256	–	–	0.01%	245
2022 Q1	$82K	Hold	1,256	–	–	0.02%	236
2021 Q4	$86K	Hold	1,256	–	–	0.02%	229
2021 Q3	$86K	Hold	1,256	–	–	0.02%	224
2021 Q2	$79K	Hold	1,256	–	–	0.02%	237
2021 Q1	$78K	Hold	1,256	–	–	0.02%	228
2020 Q4	$63K	Hold	1,256	–	–	0.02%	239
2020 Q3	$39K	Hold	1,256	–	–	0.01%	260
2020 Q2	$46K	Hold	1,256	–	–	0.02%	241
2020 Q1	$33K	Hold	1,256	–	–	0.01%	255
2019 Q4	$74K	Hold	1,256	–	–	0.02%	213
2019 Q3	$76K	Hold	1,256	–	–	0.03%	205
2019 Q2	$81K	Hold	1,256	–	–	0.03%	195
2019 Q1	$74K	Hold	1,256	–	–	0.03%	200
2018 Q4	$64K	Buy	+1,256	New	+$76.4K	0.03%	199

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s LNC Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 852 shares — an estimated $37.9K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in LNC in Q4 2018 and held it in 27 quarters. The position peaked at $86K in Q4 2021. 616 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 852 Lincoln National shares in Q1 2026, an estimated $37.9K.
Laurel Wealth Advisors (North Carolina) first reported a position in Lincoln National in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Lincoln National position peaked at $86K in Q4 2021.
616 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.