Mill Capital Management’s Lincoln National LNC Stock Holding History

Mill Capital Management’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 Q3	$331K	Hold	8,222	–	–	0.02%	106
2026 Q2	$291K	Hold	8,222	–	–	0.02%	112
2026 Q1	$292K	Sell	8,222 -2,022	-20%	-$77.7K	0.02%	106
2025 Q4	$456K	Hold	10,244	–	–	0.03%	98
2025 Q3	$413K	Hold	10,244	–	–	0.03%	99
2025 Q2	$354K	Hold	10,244	–	–	0.03%	100
2025 Q1	$368K	Hold	10,244	–	–	0.03%	100
2024 Q4	$325K	Hold	10,244	–	–	0.03%	101
2024 Q3	$323K	Hold	10,244	–	–	0.03%	101
2024 Q2	$319K	Sell	10,244 -700	-6%	-$21.2K	0.03%	101
2024 Q1	$349K	Hold	10,944	–	–	0.03%	99
2023 Q4	$295K	Hold	10,944	–	–	0.03%	102
2023 Q3	$270K	Sell	10,944 -2,020	-16%	-$52.8K	0.03%	102
2023 Q2	$334K	Sell	12,964 -2,817	-18%	-$61.8K	0.03%	102
2023 Q1	$355K	Buy	15,781 +99	+0.6%	+$2.94K	0.04%	103
2022 Q4	$482K	Sell	15,682 -897	-5%	-$35.6K	0.05%	95
2022 Q3	$728K	Hold	16,579	–	–	0.09%	79
2022 Q2	$775K	Buy	16,579 +347	+2%	+$19.8K	0.09%	78
2022 Q1	$1.06M	Sell	16,232 -1,072	-6%	-$73.3K	0.1%	78
2021 Q4	$1.18M	Buy	+17,304	New	+$1.22M	0.12%	63

Other funds holding LNC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mill Capital Management's LNC Position: Q3 2026 in Review

Mill Capital Management held its Lincoln National (LNC) position steady in Q3 2026 at 8,222 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #106.

Mill Capital Management first reported a position in LNC in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.18M in Q4 2021. 308 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

Mill Capital Management held 8,222 shares of Lincoln National worth $331K as of Q3 2026.
Mill Capital Management left its Lincoln National share count unchanged in Q3 2026.
Lincoln National made up 0.02% of Mill Capital Management's portfolio in Q3 2026, its #106 holding.
Mill Capital Management first reported a position in Lincoln National in Q4 2021 and has held it in 20 quarters since.
Mill Capital Management's Lincoln National position peaked at $1.18M in Q4 2021.
308 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Mill Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.