Martel Wealth Advisors’s Lincoln National LNC Stock Holding History

Martel 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
2026 Q1	–	Sell	-5,096	Closed	-$227K	–	75
2025 Q4	$227K	Hold	5,096	–	–	0.04%	68
2025 Q3	$206K	Buy	+5,096	New	+$197K	0.04%	69

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Martel Wealth Advisors's LNC Position: Q1 2026 in Review

Martel Wealth Advisors sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 5,096 shares — an estimated $227K sold.

Martel Wealth Advisors first reported a position in LNC in Q3 2025 and held it in 2 quarters. The position peaked at $227K in Q4 2025. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Martel Wealth Advisors reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
Martel Wealth Advisors sold 5,096 Lincoln National shares in Q1 2026, an estimated $227K.
Martel Wealth Advisors first reported a position in Lincoln National in Q3 2025 and held it in 2 quarters.
Martel Wealth Advisors's Lincoln National position peaked at $227K in Q4 2025.
615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Martel Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.