LNC
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Lincoln National Corp’s American Express AXP Stock Holding History

Lincoln National Corp’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,320
Closed -$3.03M – 98
2024
Q1 		$3.03M Buy
13,320
+3
+0% +$622 0.05% 244
2023
Q4 		$2.49M Buy
13,317
+676
+5% +$109K 0.04% 244
2023
Q3 		$1.89M Buy
12,641
+21
+0.2% +$3.44K 0.04% 261
2023
Q2 		$2.2M Buy
12,620
+554
+5% +$89.4K 0.04% 233
2023
Q1 		$1.99M Sell
12,066
-2,755
-19% -$457K 0.04% 237
2022
Q4 		$2.19M Sell
14,821
-3,250
-18% -$482K 0.05% 209
2022
Q3 		$2.44M Buy
18,071
+977
+6% +$148K 0.06% 181
2022
Q2 		$2.37M Sell
17,094
-10,829
-39% -$1.79M 0.06% 189
2022
Q1 		$5.22M Buy
27,923
+7,132
+34% +$1.29M 0.11% 106
2021
Q4 		$3.4M Sell
20,791
-33
-0.2% -$5.63K 0.07% 146
2021
Q3 		$3.49M Buy
20,824
+363
+2% +$60.7K 0.08% 139
2021
Q2 		$3.38M Sell
20,461
-405
-2% -$63.4K 0.07% 147
2021
Q1 		$2.95M Buy
20,866
+1,706
+9% +$225K 0.07% 145
2020
Q4 		$2.32M Buy
19,160
+8,030
+72% +$889K 0.06% 163
2020
Q3 		$1.11M Buy
11,130
+1,120
+11% +$110K 0.03% 239
2020
Q2 		$953K Buy
10,010
+2,199
+28% +$202K 0.03% 255
2020
Q1 		$669K Sell
7,811
-403
-5% -$46.9K 0.03% 281
2019
Q4 		$1.02M Buy
8,214
+2,017
+33% +$241K 0.03% 258
2019
Q3 		$733K Buy
+6,197
New +$760K 0.03% 276
2019
Q2 		– Sell
-4,838
Closed -$529K – 559
2019
Q1 		$529K Buy
4,838
+1,877
+63% +$197K 0.02% 287
2018
Q4 		$282K Buy
2,961
+225
+8% +$23.5K 0.01% 360
2018
Q3 		$291K Buy
2,736
+71
+3% +$7.38K 0.01% 365
2018
Q2 		$261K Sell
2,665
-469
-15% -$46.1K 0.01% 395
2018
Q1 		$292K Sell
3,134
-3,036
-49% -$294K 0.01% 375
2017
Q4 		$613K Buy
6,170
+3,172
+106% +$302K 0.02% 325
2017
Q3 		$271K Buy
2,998
+503
+20% +$43.2K 0.01% 340
2017
Q2 		$210K Buy
+2,495
New +$197K 0.01% 323

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lincoln National Corp's AXP Position: Q2 2024 in Review

Lincoln National Corp sold out of American Express (AXP) in Q2 2024, closing a stake of 13,320 shares — an estimated $3.03M sold.

Lincoln National Corp first reported a position in AXP in Q2 2017 and held it in 27 quarters. The position peaked at $5.22M in Q1 2022. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

  • Lincoln National Corp reported no remaining American Express position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 13,320 American Express shares in Q2 2024, an estimated $3.03M.
  • Lincoln National Corp first reported a position in American Express in Q2 2017 and held it in 27 quarters.
  • Lincoln National Corp's American Express position peaked at $5.22M in Q1 2022.
  • 2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.