MVP
LNC icon

Miller Value Partners’s Lincoln National LNC Stock Holding History

Miller Value Partners’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 		$20.3M Buy
570,690
+65,929
+13% +$2.53M 5.29% 4
2025
Q4 		$22.5M Sell
504,761
-15,915
-3% -$663K 7.92% 2
2025
Q3 		$21M Sell
520,676
-48,804
-9% -$1.89M 7.72% 2
2025
Q2 		$19.7M Buy
569,480
+50,225
+10% +$1.64M 8.36% 1
2025
Q1 		$18.6M Buy
519,255
+25,570
+5% +$907K 8.5% 1
2024
Q4 		$15.7M Buy
493,685
+110,470
+29% +$3.68M 6.69% 4
2024
Q3 		$12.1M Buy
383,215
+53,440
+16% +$1.67M 6.82% 2
2024
Q2 		$10.3M Buy
329,775
+130,785
+66% +$3.96M 6.55% 4
2024
Q1 		$6.35M Buy
+198,990
New +$5.5M 4.06% 11

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.7T 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