LIM
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Leavell Investment Management’s Lincoln National LNC Stock Holding History

Leavell Investment 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
-5,656
Closed -$252K – 611
2025
Q4 		$252K Hold
5,656
– – 0.01% 542
2025
Q3 		$228K Sell
5,656
-606
-10% -$23.4K 0.01% 550
2025
Q2 		$217K Sell
6,262
-1,423
-19% -$46.5K 0.01% 552
2025
Q1 		$276K Sell
7,685
-1,362
-15% -$48.3K 0.01% 473
2024
Q4 		$287K Hold
9,047
– – 0.01% 465
2024
Q3 		$285K Sell
9,047
-675
-7% -$21K 0.01% 471
2024
Q2 		$302K Buy
9,722
+75
+0.8% +$2.27K 0.02% 435
2024
Q1 		$308K Hold
9,647
– – 0.02% 422
2023
Q4 		$260K Sell
9,647
-226
-2% -$5.43K 0.02% 423
2023
Q3 		$244K Hold
9,873
– – 0.02% 424
2023
Q2 		$254K Hold
9,873
– – 0.02% 425
2023
Q1 		$222K Sell
9,873
-519
-5% -$15.4K 0.02% 431
2022
Q4 		$319K Sell
10,392
-5
-0% -$199 0.02% 366
2022
Q3 		$457K Sell
10,397
-223
-2% -$10.7K 0.04% 319
2022
Q2 		$497K Hold
10,620
– – 0.04% 309
2022
Q1 		$694K Sell
10,620
-1,346
-11% -$92K 0.05% 276
2021
Q4 		$817K Hold
11,966
– – 0.05% 263
2021
Q3 		$823K Hold
11,966
– – 0.06% 243
2021
Q2 		$745K Hold
11,966
– – 0.06% 241
2021
Q1 		$745K Hold
11,966
– – 0.06% 241
2020
Q4 		$602K Sell
11,966
-400
-3% -$17K 0.05% 253
2020
Q3 		$387K Hold
12,366
– – 0.03% 286
2020
Q2 		$455K Sell
12,366
-898
-7% -$31.6K 0.04% 267
2020
Q1 		$349K Sell
13,264
-63
-0.5% -$2.99K 0.04% 271
2019
Q4 		$786K Hold
13,327
– – 0.07% 206
2019
Q3 		$804K Hold
13,327
– – 0.08% 204
2019
Q2 		$859K Hold
13,327
– – 0.09% 193
2019
Q1 		$782K Sell
13,327
-200
-1% -$11.8K 0.09% 203
2018
Q4 		$694K Sell
13,527
-96
-0.7% -$5.84K 0.09% 206
2018
Q3 		$922K Buy
13,623
+898
+7% +$59.3K 0.1% 190
2018
Q2 		$792K Sell
12,725
-242
-2% -$16.6K 0.09% 205
2018
Q1 		$947K Buy
12,967
+550
+4% +$43.1K 0.11% 185
2017
Q4 		$954K Hold
12,417
– – 0.11% 180
2017
Q3 		$912K Hold
12,417
– – 0.11% 179
2017
Q2 		$839K Hold
12,417
– – 0.11% 184
2017
Q1 		$813K Hold
12,417
– – 0.1% 173
2016
Q4 		$823K Hold
12,417
– – 0.11% 173
2016
Q3 		$583K Buy
12,417
+9
+0.1% +$403 0.09% 209
2016
Q2 		$481K Hold
12,408
– – 0.07% 245
2016
Q1 		$486K Hold
12,408
– – 0.07% 229
2015
Q4 		$624K Buy
12,408
+200
+2% +$10.5K 0.09% 195
2015
Q3 		$579K Hold
12,208
– – 0.09% 199
2015
Q2 		$723K Hold
12,208
– – 0.11% 191
2015
Q1 		$701K Hold
12,208
– – 0.11% 200
2014
Q4 		$704K Hold
12,208
– – 0.11% 196
2014
Q3 		$654K Hold
12,208
– – 0.1% 203
2014
Q2 		$628K Hold
12,208
– – 0.1% 206
2014
Q1 		$619K Sell
12,208
-1,687
-12% -$84.8K 0.1% 196
2013
Q4 		$717K Hold
13,895
– – 0.12% 181
2013
Q3 		$583K Hold
13,895
– – 0.1% 196
2013
Q2 		$507K Buy
+13,895
New +$474K 0.09% 204

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leavell Investment Management's LNC Position: Q1 2026 in Review

Leavell Investment Management sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 5,656 shares — an estimated $252K sold.

Leavell Investment Management first reported a position in LNC in Q2 2013 and held it in 51 quarters. The position peaked at $954K in Q4 2017. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Leavell Investment Management reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Leavell Investment Management sold 5,656 Lincoln National shares in Q1 2026, an estimated $252K.
  • Leavell Investment Management first reported a position in Lincoln National in Q2 2013 and held it in 51 quarters.
  • Leavell Investment Management's Lincoln National position peaked at $954K in Q4 2017.
  • 615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.