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LNC icon

&Partners’s Lincoln National LNC Stock Holding History

&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 		$7.91M Buy
222,848
+36,144
+19% +$1.39M 0.04% 395
2025
Q4 		$8.31M Buy
+186,704
New +$7.78M 0.04% 353
2021
Q1 		– Sell
-4,600
Closed -$231K – 162
2020
Q4 		$231K Buy
+4,600
New +$196K 0.19% 112

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

&Partners's LNC Position: Q1 2026 in Review

&Partners increased its Lincoln National (LNC) stake by 19% in Q1 2026, buying an estimated $1.39M and bringing the position to 222,848 shares worth $7.91M. The position accounts for 0.04% of the portfolio, ranked #395.

&Partners first reported a position in LNC in Q4 2020 and has held it in 3 quarters since. The position peaked at $8.31M in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • &Partners held 222,848 shares of Lincoln National worth $7.91M as of Q1 2026.
  • &Partners bought 36,144 Lincoln National shares in Q1 2026, an estimated $1.39M.
  • Lincoln National made up 0.04% of &Partners's portfolio in Q1 2026, its #395 holding.
  • &Partners first reported a position in Lincoln National in Q4 2020 and has held it in 3 quarters since.
  • &Partners's Lincoln National position peaked at $8.31M in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.