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Marshall & Sterling Wealth Advisors’s Lincoln National LNC Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q1 		– Sell
-157
Closed -$4.98K – 655
2024
Q4 		$4.98K Buy
+157
New +$5.23K ﹤0.01% 259

Other funds holding LNC

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's LNC Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Lincoln National (LNC) in Q1 2025, closing a stake of 157 shares — an estimated $4.98K sold.

Marshall & Sterling Wealth Advisors first reported a position in LNC in Q4 2024 and held it in 1 quarter. The position peaked at $4.98K in Q4 2024. 569 funds tracked by Wall St. Rank hold LNC as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Lincoln National position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 157 Lincoln National shares in Q1 2025, an estimated $4.98K.
  • Marshall & Sterling Wealth Advisors first reported a position in Lincoln National in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Lincoln National position peaked at $4.98K in Q4 2024.
  • 569 funds tracked by Wall St. Rank held Lincoln National as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.