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Sentry LLC’s Lincoln National LNC Stock Holding History

Sentry LLC’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 		$224K Hold
6,300
– – 0.07% 111
2025
Q4 		$281K Hold
6,300
– – 0.08% 103
2025
Q3 		$254K Hold
6,300
– – 0.06% 114
2025
Q2 		$218K Hold
6,300
– – 0.04% 122
2025
Q1 		$226K Buy
+6,300
New +$224K 0.04% 118
2024
Q2 		– Sell
-6,300
Closed -$201K – 128
2024
Q1 		$201K Buy
+6,300
New +$174K 0.04% 122

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

Sentry LLC's LNC Position: Q1 2026 in Review

Sentry LLC held its Lincoln National (LNC) position steady in Q1 2026 at 6,300 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #111.

Sentry LLC first reported a position in LNC in Q1 2024 and has held it in 6 quarters since. The position peaked at $281K in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Sentry LLC held 6,300 shares of Lincoln National worth $224K as of Q1 2026.
  • Sentry LLC left its Lincoln National share count unchanged in Q1 2026.
  • Lincoln National made up 0.07% of Sentry LLC's portfolio in Q1 2026, its #111 holding.
  • Sentry LLC first reported a position in Lincoln National in Q1 2024 and has held it in 6 quarters since.
  • Sentry LLC's Lincoln National position peaked at $281K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Sentry LLC's 13F filing for Q1 2026, filed 23 Apr 2026.