PWM
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Parkworth Wealth Management’s Lincoln National LNC Stock Holding History

Parkworth Wealth 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
2025
Q2 		$173 Hold
5
– – ﹤0.01% 977
2025
Q1 		$180 Hold
5
– – ﹤0.01% 755
2024
Q4 		$159 Buy
+5
New +$167 ﹤0.01% 831

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Parkworth Wealth Management's LNC Position: Q2 2025 in Review

Parkworth Wealth Management held its Lincoln National (LNC) position steady in Q2 2025 at 5 shares worth $173. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Parkworth Wealth Management first reported a position in LNC in Q4 2024 and has held it in 3 quarters since. The position peaked at $180 in Q1 2025. 567 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

  • Parkworth Wealth Management held 5 shares of Lincoln National worth $173 as of Q2 2025.
  • Parkworth Wealth Management left its Lincoln National share count unchanged in Q2 2025.
  • Lincoln National made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #977 holding.
  • Parkworth Wealth Management first reported a position in Lincoln National in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Lincoln National position peaked at $180 in Q1 2025.
  • 567 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.