Mercer Global Advisors
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Mercer Global Advisors’s Lincoln National LNC Stock Holding History

Mercer Global 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 		$649K Buy
18,291
+4,590
+34% +$176K ﹤0.01% 1804
2025
Q4 		$610K Buy
13,701
+3,172
+30% +$132K ﹤0.01% 1736
2025
Q3 		$425K Buy
10,529
+2,417
+30% +$93.5K ﹤0.01% 1856
2025
Q2 		$281K Buy
+8,112
New +$265K ﹤0.01% 1880
2025
Q1 		– Sell
-9,236
Closed -$293K – 2219
2024
Q4 		$293K Buy
9,236
+513
+6% +$17.1K ﹤0.01% 1770
2024
Q3 		$270K Buy
8,723
+1,763
+25% +$55K ﹤0.01% 1667
2024
Q2 		$216K Sell
6,960
-4,597
-40% -$139K ﹤0.01% 1757
2024
Q1 		$369K Buy
11,557
+1,898
+20% +$52.4K ﹤0.01% 1448
2023
Q4 		$261K Sell
9,659
-1,138
-11% -$27.4K ﹤0.01% 1698
2023
Q3 		$267K Buy
10,797
+349
+3% +$9.13K ﹤0.01% 1603
2023
Q2 		$269K Buy
10,448
+1,523
+17% +$33.4K ﹤0.01% 1572
2023
Q1 		$201K Sell
8,925
-4,242
-32% -$126K ﹤0.01% 1736
2022
Q4 		$404K Sell
13,167
-13,928
-51% -$553K ﹤0.01% 1320
2022
Q3 		$1.19M Buy
27,095
+877
+3% +$42.2K 0.01% 775
2022
Q2 		$1.23M Buy
26,218
+570
+2% +$32.5K 0.01% 774
2022
Q1 		$1.68M Buy
25,648
+2,391
+10% +$163K 0.01% 703
2021
Q4 		$1.59M Buy
23,257
+966
+4% +$68.1K 0.01% 705
2021
Q3 		$1.53M Buy
22,291
+2,481
+13% +$162K 0.01% 709
2021
Q2 		$1.25M Buy
19,810
+2,101
+12% +$139K 0.01% 741
2021
Q1 		$1.1M Buy
17,709
+156
+0.9% +$8.62K 0.01% 750
2020
Q4 		$883K Buy
17,553
+2,992
+21% +$127K 0.01% 642
2020
Q3 		$456K Sell
14,561
-1,415
-9% -$50.5K 0.01% 805
2020
Q2 		$588K Buy
15,976
+3,487
+28% +$123K 0.01% 624
2020
Q1 		$329K Buy
12,489
+1,685
+16% +$80K 0.01% 774
2019
Q4 		$638K Sell
10,804
-107
-1% -$6.3K 0.01% 655
2019
Q3 		$658K Buy
10,911
+518
+5% +$31K 0.02% 603
2019
Q2 		$670K Buy
10,393
+778
+8% +$49.7K 0.02% 585
2019
Q1 		$564K Buy
+9,615
New +$569K 0.02% 586

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors's LNC Position: Q1 2026 in Review

Mercer Global Advisors increased its Lincoln National (LNC) stake by 34% in Q1 2026, buying an estimated $176K and bringing the position to 18,291 shares worth $649K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Mercer Global Advisors first reported a position in LNC in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.68M in Q1 2022. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Mercer Global Advisors held 18,291 shares of Lincoln National worth $649K as of Q1 2026.
  • Mercer Global Advisors bought 4,590 Lincoln National shares in Q1 2026, an estimated $176K.
  • Lincoln National made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1804 holding.
  • Mercer Global Advisors first reported a position in Lincoln National in Q1 2019 and has held it in 28 quarters since.
  • Mercer Global Advisors's Lincoln National position peaked at $1.68M in Q1 2022.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.