LNC
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Lincoln National Corp’s Williams Companies WMB Stock Holding History

Lincoln National Corp’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,077
Closed -$549K – 1128
2024
Q1 		$549K Buy
14,077
+4,588
+48% +$163K 0.01% 714
2023
Q4 		$330K Buy
9,489
+161
+2% +$5.65K 0.01% 838
2023
Q3 		$314K Sell
9,328
-119
-1% -$4.06K 0.01% 759
2023
Q2 		$308K Buy
9,447
+899
+11% +$27K 0.01% 775
2023
Q1 		$255K Sell
8,548
-171
-2% -$5.28K 0.01% 833
2022
Q4 		$287K Sell
8,719
-5,310
-38% -$173K 0.01% 732
2022
Q3 		$401K Buy
14,029
+1,116
+9% +$36.4K 0.01% 556
2022
Q2 		$403K Sell
12,913
-828
-6% -$28.6K 0.01% 536
2022
Q1 		$459K Buy
13,741
+2,039
+17% +$62.3K 0.01% 560
2021
Q4 		$305K Buy
11,702
+957
+9% +$26.4K 0.01% 702
2021
Q3 		$279K Buy
10,745
+1,341
+14% +$33.8K 0.01% 712
2021
Q2 		$250K Sell
9,404
-83
-0.9% -$2.13K 0.01% 741
2021
Q1 		$225K Sell
9,487
-2,973
-24% -$67.5K 0.01% 720
2020
Q4 		$249K Sell
12,460
-222
-2% -$4.5K 0.01% 635
2020
Q3 		$249K Sell
12,682
-2,050
-14% -$41.7K 0.01% 552
2020
Q2 		$280K Buy
14,732
+531
+4% +$9.88K 0.01% 511
2020
Q1 		$201K Buy
14,201
+1,601
+13% +$31K 0.01% 536
2019
Q4 		$299K Sell
12,600
-422
-3% -$9.67K 0.01% 499
2019
Q3 		$313K Buy
13,022
+4,900
+60% +$124K 0.01% 443
2019
Q2 		$227K Buy
8,122
+903
+13% +$25.1K 0.01% 495
2019
Q1 		$208K Buy
+7,219
New +$194K 0.01% 475
2018
Q4 		– Sell
-7,350
Closed -$200K – 527
2018
Q3 		$200K Buy
+7,350
New +$213K 0.01% 455
2015
Q3 		– Sell
-22,847
Closed -$1.28M – 194
2015
Q2 		$1.28M Buy
+22,847
New +$1.18M 0.09% 67

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Lincoln National Corp sold out of Williams Companies (WMB) in Q2 2024, closing a stake of 14,077 shares — an estimated $549K sold.

Lincoln National Corp first reported a position in WMB in Q2 2015 and held it in 23 quarters. The position peaked at $1.28M in Q2 2015. 1,308 funds tracked by Wall St. Rank hold WMB as of Q2 2024.

  • Lincoln National Corp reported no remaining Williams Companies position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 14,077 Williams Companies shares in Q2 2024, an estimated $549K.
  • Lincoln National Corp first reported a position in Williams Companies in Q2 2015 and held it in 23 quarters.
  • Lincoln National Corp's Williams Companies position peaked at $1.28M in Q2 2015.
  • 1,308 funds tracked by Wall St. Rank held Williams Companies as of Q2 2024.

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