Semmax Financial Advisors’s Lincoln National LNC Stock Holding History

Semmax Financial Advisors’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	$13.1K	Hold	342	–	–	﹤0.01%	247
2025 Q1	$11.4K	Hold	342	–	–	﹤0.01%	227
2024 Q4	$13.4K	Hold	342	–	–	﹤0.01%	207
2024 Q3	$12.4K	Hold	342	–	–	﹤0.01%	208
2024 Q2	$10.1K	Sell	342 -455	-57%	-$13.8K	﹤0.01%	236
2024 Q1	$23.5K	Buy	797 +785	+6,542%	+$21.7K	0.01%	168
2023 Q4	$334	Hold	12	–	–	﹤0.01%	374
2023 Q3	$268	Buy	+12	New	+$314	﹤0.01%	340
2022 Q4	$1K	Hold	22	–	–	﹤0.01%	256
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	241
2022 Q2	$1K	Buy	22 +1	+5%	+$57	﹤0.01%	243
2022 Q1	$1K	Hold	21	–	–	﹤0.01%	265
2021 Q4	$1K	Hold	21	–	–	﹤0.01%	247
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	236
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	234
2021 Q1	$1K	Buy	21 +1	+5%	+$55	﹤0.01%	252
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	226
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	230
2020 Q2	$1K	Buy	+20	New	+$704	﹤0.01%	252

Other funds holding LNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Semmax Financial Advisors's LNC Position: Q2 2025 in Review

Semmax Financial Advisors held its Lincoln National (LNC) position steady in Q2 2025 at 342 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Semmax Financial Advisors first reported a position in LNC in Q2 2020 and has held it in 19 quarters since. The position peaked at $23.5K in Q1 2024. 567 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

Semmax Financial Advisors held 342 shares of Lincoln National worth $13.1K as of Q2 2025.
Semmax Financial Advisors left its Lincoln National share count unchanged in Q2 2025.
Lincoln National made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #247 holding.
Semmax Financial Advisors first reported a position in Lincoln National in Q2 2020 and has held it in 19 quarters since.
Semmax Financial Advisors's Lincoln National position peaked at $23.5K in Q1 2024.
567 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.