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Schwallier Wealth Management’s Lincoln National LNC Stock Holding History

Schwallier 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
Q3 		– Sell
-8,082
Closed -$280K – 52
2025
Q2 		$280K Buy
+8,082
New +$264K 0.17% 41

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Schwallier Wealth Management's LNC Position: Q3 2025 in Review

Schwallier Wealth Management sold out of Lincoln National (LNC) in Q3 2025, closing a stake of 8,082 shares — an estimated $280K sold.

Schwallier Wealth Management first reported a position in LNC in Q2 2025 and held it in 1 quarter. The position peaked at $280K in Q2 2025. 604 funds tracked by Wall St. Rank hold LNC as of Q3 2025.

  • Schwallier Wealth Management reported no remaining Lincoln National position as of Q3 2025 after selling out during the quarter.
  • Schwallier Wealth Management sold 8,082 Lincoln National shares in Q3 2025, an estimated $280K.
  • Schwallier Wealth Management first reported a position in Lincoln National in Q2 2025 and held it in 1 quarter.
  • Schwallier Wealth Management's Lincoln National position peaked at $280K in Q2 2025.
  • 604 funds tracked by Wall St. Rank held Lincoln National as of Q3 2025.

Based on Schwallier Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.