Massachusetts Financial Services’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $210M | Sell |
5,881,332
-6,509
| -0.1% | -$250K | 0.07% | 243 |
|
|
2025
Q4 | $262M | Sell |
5,887,841
-64,325
| -1% | -$2.68M | 0.08% | 218 |
|
|
2025
Q3 | $240M | Buy |
5,952,166
+1,035,505
| +21% | +$40M | 0.07% | 241 |
|
|
2025
Q2 | $170M | Buy |
4,916,661
+61,873
| +1% | +$2.02M | 0.05% | 308 |
|
|
2025
Q1 | $174M | Buy |
4,854,788
+97,600
| +2% | +$3.46M | 0.06% | 298 |
|
|
2024
Q4 | $151M | Sell |
4,757,188
-6,515
| -0.1% | -$217K | 0.05% | 331 |
|
|
2024
Q3 | $150M | Buy |
4,763,703
+193,025
| +4% | +$6.02M | 0.04% | 331 |
|
|
2024
Q2 | $142M | Buy |
+4,570,678
| New | +$138M | 0.04% | 318 |
|
|
2023
Q2 | – | Sell |
-15,272
| Closed | -$343K | – | 852 |
|
|
2023
Q1 | $343K | Sell |
15,272
-296
| -2% | -$8.8K | ﹤0.01% | 819 |
|
|
2022
Q4 | $478K | Sell |
15,568
-9,066
| -37% | -$360K | ﹤0.01% | 817 |
|
|
2022
Q3 | $1.08M | Buy |
24,634
+253
| +1% | +$12.2K | ﹤0.01% | 776 |
|
|
2022
Q2 | $1.14M | Buy |
24,381
+3,283
| +16% | +$187K | ﹤0.01% | 765 |
|
|
2022
Q1 | $1.38M | Buy |
+21,098
| New | +$1.44M | ﹤0.01% | 780 |
|
|
2021
Q1 | – | Sell |
-49,032
| Closed | -$2.47M | – | 947 |
|
|
2020
Q4 | $2.47M | Sell |
49,032
-17,379
| -26% | -$739K | ﹤0.01% | 714 |
|
|
2020
Q3 | $2.08M | Sell |
66,411
-4,862
| -7% | -$174K | ﹤0.01% | 711 |
|
|
2020
Q2 | $2.62M | Sell |
71,273
-1,592,831
| -96% | -$56.1M | ﹤0.01% | 667 |
|
|
2020
Q1 | $43.8M | Buy |
1,664,104
+46,262
| +3% | +$2.2M | 0.02% | 392 |
|
|
2019
Q4 | $95.5M | Buy |
1,617,842
+264,244
| +20% | +$15.6M | 0.04% | 335 |
|
|
2019
Q3 | $81.6M | Buy |
1,353,598
+33,110
| +3% | +$1.98M | 0.03% | 347 |
|
|
2019
Q2 | $85.1M | Buy |
1,320,488
+51,415
| +4% | +$3.29M | 0.03% | 333 |
|
|
2019
Q1 | $74.5M | Buy |
1,269,073
+29,208
| +2% | +$1.73M | 0.03% | 341 |
|
|
2018
Q4 | $63.6M | Buy |
1,239,865
+229,759
| +23% | +$14M | 0.03% | 348 |
|
|
2018
Q3 | $68.3M | Buy |
1,010,106
+288,841
| +40% | +$19.1M | 0.03% | 353 |
|
|
2018
Q2 | $44.9M | Buy |
721,265
+2,497
| +0.3% | +$171K | 0.02% | 409 |
|
|
2018
Q1 | $52.5M | Buy |
718,768
+10,513
| +1% | +$825K | 0.02% | 384 |
|
|
2017
Q4 | $54.4M | Buy |
708,255
+24,749
| +4% | +$1.87M | 0.02% | 383 |
|
|
2017
Q3 | $50.2M | Sell |
683,506
-361,577
| -35% | -$25.5M | 0.02% | 391 |
|
|
2017
Q2 | $70.6M | Buy |
1,045,083
+122,935
| +13% | +$8.13M | 0.03% | 320 |
|
|
2017
Q1 | $60.4M | Buy |
922,148
+25,160
| +3% | +$1.72M | 0.03% | 335 |
|
|
2016
Q4 | $59.4M | Sell |
896,988
-24,050
| -3% | -$1.4M | 0.03% | 333 |
|
|
2016
Q3 | $43.3M | Buy |
921,038
+58,738
| +7% | +$2.63M | 0.02% | 383 |
|
|
2016
Q2 | $33.4M | Buy |
862,300
+36,477
| +4% | +$1.55M | 0.02% | 420 |
|
|
2016
Q1 | $32.4M | Sell |
825,823
-116,152
| -12% | -$4.54M | 0.02% | 425 |
|
|
2015
Q4 | $47.3M | Sell |
941,975
-81,272
| -8% | -$4.25M | 0.03% | 350 |
|
|
2015
Q3 | $48.6M | Buy |
1,023,247
+30,153
| +3% | +$1.62M | 0.03% | 336 |
|
|
2015
Q2 | $58.8M | Buy |
993,094
+39,906
| +4% | +$2.34M | 0.03% | 315 |
|
|
2015
Q1 | $54.8M | Buy |
953,188
+34,817
| +4% | +$1.94M | 0.03% | 333 |
|
|
2014
Q4 | $53M | Buy |
918,371
+40,021
| +5% | +$2.18M | 0.03% | 326 |
|
|
2014
Q3 | $47.1M | Buy |
878,350
+88,930
| +11% | +$4.73M | 0.02% | 358 |
|
|
2014
Q2 | $40.6M | Sell |
789,420
-71,440
| -8% | -$3.53M | 0.02% | 383 |
|
|
2014
Q1 | $43.6M | Buy |
860,860
+93,420
| +12% | +$4.7M | 0.02% | 365 |
|
|
2013
Q4 | $39.6M | Sell |
767,440
-16,930
| -2% | -$811K | 0.02% | 382 |
|
|
2013
Q3 | $32.9M | Buy |
784,370
+246,690
| +46% | +$10.4M | 0.02% | 393 |
|
|
2013
Q2 | $19.6M | Buy |
+537,680
| New | +$18.3M | 0.01% | 452 |
|
Other funds holding LNC
BCP
VPM
VCM
Massachusetts Financial Services's LNC Position: Q1 2026 in Review
Massachusetts Financial Services reduced its Lincoln National (LNC) stake by 0.11% in Q1 2026, selling an estimated $250K and leaving 5,881,332 shares worth $210M. The position accounts for 0.07% of the portfolio, ranked #243.
Massachusetts Financial Services first reported a position in LNC in Q2 2013 and has held it in 44 quarters since. The position peaked at $262M in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.
- Massachusetts Financial Services held 5,881,332 shares of Lincoln National worth $210M as of Q1 2026.
- Massachusetts Financial Services sold 6,509 Lincoln National shares in Q1 2026, an estimated $250K.
- Lincoln National made up 0.07% of Massachusetts Financial Services's portfolio in Q1 2026, its #243 holding.
- Massachusetts Financial Services first reported a position in Lincoln National in Q2 2013 and has held it in 44 quarters since.
- Massachusetts Financial Services's Lincoln National position peaked at $262M in Q4 2025.
- 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.
Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.