Sandy Spring Bank’s Lincoln National LNC Stock Holding History

Sandy Spring Bank’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 Q1	$100K	Hold	2,794	–	–	﹤0.01%	445
2024 Q4	$88.6K	Hold	2,794	–	–	﹤0.01%	473
2024 Q3	$88K	Hold	2,794	–	–	﹤0.01%	483
2024 Q2	$86.9K	Hold	2,794	–	–	﹤0.01%	473
2024 Q1	$89.2K	Hold	2,794	–	–	﹤0.01%	484
2023 Q4	$75.4K	Sell	2,794 -195	-7%	-$4.69K	﹤0.01%	486
2023 Q3	$73.8K	Hold	2,989	–	–	﹤0.01%	483
2023 Q2	$77K	Hold	2,989	–	–	﹤0.01%	464
2023 Q1	$67.2K	Hold	2,989	–	–	﹤0.01%	485
2022 Q4	$91.8K	Hold	2,989	–	–	0.01%	437
2022 Q3	$132K	Hold	2,989	–	–	0.01%	371
2022 Q2	$140K	Buy	2,989 +240	+9%	+$13.7K	0.01%	363
2022 Q1	$180K	Hold	2,749	–	–	0.01%	339
2021 Q4	$187K	Sell	2,749 -15	-0.5%	-$1.06K	0.01%	341
2021 Q3	$190K	Hold	2,764	–	–	0.01%	333
2021 Q2	$173K	Hold	2,764	–	–	0.01%	351
2021 Q1	$172K	Hold	2,764	–	–	0.01%	339
2020 Q4	$139K	Hold	2,764	–	–	0.01%	345
2020 Q3	$87K	Hold	2,764	–	–	0.01%	383
2020 Q2	$102K	Hold	2,764	–	–	0.01%	363
2020 Q1	$73K	Hold	2,764	–	–	0.01%	383
2019 Q4	$163K	Hold	2,764	–	–	0.01%	310
2019 Q3	$167K	Hold	2,764	–	–	0.01%	312
2019 Q2	$179K	Hold	2,764	–	–	0.01%	305
2019 Q1	$162K	Hold	2,764	–	–	0.01%	305
2018 Q4	$142K	Hold	2,764	–	–	0.01%	313
2018 Q3	$187K	Hold	2,764	–	–	0.02%	309
2018 Q2	$172K	Sell	2,764 -800	-22%	-$54.7K	0.01%	312
2018 Q1	$260K	Buy	3,564 +800	+29%	+$62.8K	0.02%	277
2017 Q4	$212K	Sell	2,764 -100	-3%	-$7.57K	0.02%	281
2017 Q3	$211K	Buy	2,864 +310	+12%	+$21.9K	0.02%	281
2017 Q2	$173K	Hold	2,554	–	–	0.02%	304
2017 Q1	$167K	Hold	2,554	–	–	0.02%	301
2016 Q4	$169K	Sell	2,554 -88	-3%	-$5.12K	0.02%	298
2016 Q3	$124K	Hold	2,642	–	–	0.01%	333
2016 Q2	$102K	Hold	2,642	–	–	0.01%	352
2016 Q1	$103K	Buy	2,642 +88	+3%	+$3.44K	0.01%	347
2015 Q4	$128K	Sell	2,554 -55	-2%	-$2.88K	0.02%	319
2015 Q3	$124K	Sell	2,609 -120	-4%	-$6.43K	0.02%	323
2015 Q2	$162K	Hold	2,729	–	–	0.02%	312
2015 Q1	$157K	Hold	2,729	–	–	0.02%	308
2014 Q4	$157K	Buy	2,729 +175	+7%	+$9.53K	0.02%	285
2014 Q3	$137K	Hold	2,554	–	–	0.02%	300
2014 Q2	$131K	Hold	2,554	–	–	0.02%	306
2014 Q1	$129K	Hold	2,554	–	–	0.02%	286
2013 Q4	$132K	Hold	2,554	–	–	0.02%	289
2013 Q3	$107K	Hold	2,554	–	–	0.02%	294
2013 Q2	$93K	Buy	+2,554	New	+$87.1K	0.01%	295

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sandy Spring Bank's LNC Position: Q1 2025 in Review

Sandy Spring Bank held its Lincoln National (LNC) position steady in Q1 2025 at 2,794 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Sandy Spring Bank first reported a position in LNC in Q2 2013 and has held it in 48 quarters since. The position peaked at $260K in Q1 2018. 570 funds tracked by Wall St. Rank hold LNC as of Q1 2025.

Sandy Spring Bank held 2,794 shares of Lincoln National worth $100K as of Q1 2025.
Sandy Spring Bank left its Lincoln National share count unchanged in Q1 2025.
Lincoln National made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #445 holding.
Sandy Spring Bank first reported a position in Lincoln National in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's Lincoln National position peaked at $260K in Q1 2018.
570 funds tracked by Wall St. Rank held Lincoln National as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.