Macquarie Group’s Lincoln National LNC Stock Holding History

Macquarie Group’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 Q4	–	Sell	-27,700	Closed	-$1.12M	–	1214
2025 Q3	$1.12M	Hold	27,700	–	–	﹤0.01%	1305
2025 Q2	$958K	Sell	27,700 -180,334	-87%	-$5.9M	﹤0.01%	1380
2025 Q1	$7.47M	Sell	208,034 -39,182	-16%	-$1.39M	0.01%	873
2024 Q4	$7.84M	Sell	247,216 -437,436	-64%	-$14.6M	0.01%	855
2024 Q3	$21.6M	Buy	684,652 +21,366	+3%	+$666K	0.02%	650
2024 Q2	$20.6M	Buy	663,286 +19,401	+3%	+$587K	0.02%	649
2024 Q1	$20.6M	Hold	643,885	–	–	0.02%	661
2023 Q4	$17.4M	Buy	643,885 +16,633	+3%	+$400K	0.02%	701
2023 Q3	$15.5M	Sell	627,252 -2,804	-0.4%	-$73.3K	0.02%	694
2023 Q2	$16.2M	Buy	630,056 +429,644	+214%	+$9.43M	0.02%	699
2023 Q1	$4.5M	Buy	200,412 +159,422	+389%	+$4.74M	0.01%	954
2022 Q4	$1.26M	Buy	40,990 +759	+2%	+$30.1K	﹤0.01%	1356
2022 Q3	$1.77M	Sell	40,231 -779	-2%	-$37.5K	﹤0.01%	1268
2022 Q2	$1.92M	Hold	41,010	–	–	﹤0.01%	1312
2022 Q1	$2.68K	Hold	41,010	–	–	﹤0.01%	1286
2021 Q4	$2.8M	Sell	41,010 -8,783	-18%	-$620K	﹤0.01%	1276
2021 Q3	$3.42M	Buy	49,793 +3,436	+7%	+$224K	﹤0.01%	1212
2021 Q2	$2.91M	Sell	46,357 -5,085	-10%	-$336K	﹤0.01%	1301
2021 Q1	$3.2M	Buy	51,442 +1,628	+3%	+$90K	﹤0.01%	1029
2020 Q4	$2.51M	Sell	49,814 -2,195	-4%	-$93.3K	﹤0.01%	1038
2020 Q3	$1.63M	Buy	52,009 +9,420	+22%	+$336K	﹤0.01%	1102
2020 Q2	$1.57M	Buy	42,589 +683	+2%	+$24K	﹤0.01%	1082
2020 Q1	$1.1M	Buy	41,906 +5,389	+15%	+$256K	﹤0.01%	1065
2019 Q4	$2.15M	Buy	36,517 +32,117	+730%	+$1.89M	﹤0.01%	1011
2019 Q3	$265K	Hold	4,400	–	–	﹤0.01%	1513
2019 Q2	$284K	Sell	4,400 -2,300	-34%	-$147K	﹤0.01%	1492
2019 Q1	$394K	Sell	6,700 -600	-8%	-$35.5K	﹤0.01%	1345
2018 Q4	$374K	Sell	7,300 -500	-6%	-$30.4K	﹤0.01%	1334
2018 Q3	$528K	Hold	7,800	–	–	﹤0.01%	1308
2018 Q2	$486K	Sell	7,800 -1,400	-15%	-$95.8K	﹤0.01%	1371
2018 Q1	$673K	Sell	9,200 -5,600	-38%	-$439K	﹤0.01%	1289
2017 Q4	$2.57M	Buy	14,800 +4,600	+45%	+$348K	﹤0.01%	959
2017 Q3	$749K	Sell	10,200 -4,900	-32%	-$346K	﹤0.01%	1310
2017 Q2	$1.02M	Hold	15,100	–	–	﹤0.01%	1163
2017 Q1	$988K	Buy	15,100 +5,500	+57%	+$376K	﹤0.01%	1183
2016 Q4	$637K	Buy	9,600 +1,982	+26%	+$115K	﹤0.01%	1278
2016 Q3	$358K	Sell	7,618 -7,618	-50%	-$341K	﹤0.01%	1349
2016 Q2	$590K	Buy	15,236 +7,618	+100%	+$323K	﹤0.01%	1353
2016 Q1	$299K	Hold	7,618	–	–	﹤0.01%	1310
2015 Q4	$383K	Hold	7,618	–	–	﹤0.01%	1228
2015 Q3	$362K	Hold	7,618	–	–	﹤0.01%	1309
2015 Q2	$451K	Hold	7,618	–	–	﹤0.01%	1315
2015 Q1	$438K	Buy	7,618 +2,100	+38%	+$117K	﹤0.01%	1293
2014 Q4	$317K	Sell	5,518 -4,100	-43%	-$223K	﹤0.01%	1345
2014 Q3	$514K	Hold	9,618	–	–	﹤0.01%	1253
2014 Q2	$493K	Sell	9,618 -800	-8%	-$39.5K	﹤0.01%	1313
2014 Q1	$528K	Hold	10,418	–	–	﹤0.01%	1270
2013 Q4	$538K	Buy	10,418 +3,900	+60%	+$187K	﹤0.01%	1251
2013 Q3	$274K	Hold	6,518	–	–	﹤0.01%	1371
2013 Q2	$238K	Buy	+6,518	New	+$222K	﹤0.01%	1356

Other funds holding LNC

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

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Macquarie Group's LNC Position: Q4 2025 in Review

Macquarie Group sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 27,700 shares — an estimated $1.12M sold.

Macquarie Group first reported a position in LNC in Q2 2013 and held it in 50 quarters. The position peaked at $21.6M in Q3 2024. 626 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

Macquarie Group reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
Macquarie Group sold 27,700 Lincoln National shares in Q4 2025, an estimated $1.12M.
Macquarie Group first reported a position in Lincoln National in Q2 2013 and held it in 50 quarters.
Macquarie Group's Lincoln National position peaked at $21.6M in Q3 2024.
626 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on Macquarie Group's 13F filing for Q4 2025, filed 13 Feb 2026.