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 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

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mill Capital Management's LNC Position: Q1 2026 in Review

Mill Capital Management reduced its Lincoln National (LNC) stake by 20% in Q1 2026, selling an estimated $77.7K and leaving 8,222 shares worth $292K. 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 18 quarters since. The position peaked at $1.18M in Q4 2021. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Mill Capital Management held 8,222 shares of Lincoln National worth $292K as of Q1 2026.
Mill Capital Management sold 2,022 Lincoln National shares in Q1 2026, an estimated $77.7K.
Lincoln National made up 0.02% of Mill Capital Management's portfolio in Q1 2026, its #106 holding.
Mill Capital Management first reported a position in Lincoln National in Q4 2021 and has held it in 18 quarters since.
Mill Capital Management's Lincoln National position peaked at $1.18M in Q4 2021.
614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Mill Capital Management's 13F filing for Q1 2026, filed 4 May 2026.