Sound View Wealth Advisors Group’s Lincoln National LNC Stock Holding History

Sound View Wealth Advisors Group’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	$457K	Buy	12,870 +629	+5%	+$24.2K	0.03%	279
2025 Q4	$545K	Sell	12,241 -576	-4%	-$24K	0.04%	260
2025 Q3	$517K	Buy	12,817 +24	+0.2%	+$928	0.04%	268
2025 Q2	$443K	Buy	12,793 +161	+1%	+$5.27K	0.03%	290
2025 Q1	$454K	Sell	12,632 -732	-5%	-$26K	0.04%	269
2024 Q4	$424K	Buy	13,364 +37	+0.3%	+$1.23K	0.03%	283
2024 Q3	$420K	Buy	13,327 +1,650	+14%	+$51.4K	0.03%	283
2024 Q2	$363K	Sell	11,677 -389	-3%	-$11.8K	0.04%	275
2024 Q1	$385K	Sell	12,066 -1,444	-11%	-$39.9K	0.04%	271
2023 Q4	$364K	Buy	13,510 +661	+5%	+$15.9K	0.04%	278
2023 Q3	$317K	Buy	12,849 +1,774	+16%	+$46.4K	0.04%	279
2023 Q2	$285K	Buy	+11,075	New	+$243K	0.04%	296
2023 Q1	–	Sell	-13,510	Closed	-$364K	–	392
2022 Q4	$364K	Buy	13,510 +8,605	+175%	+$342K	0.04%	278
2022 Q3	$215K	Hold	4,905	–	–	0.05%	252
2022 Q2	$229K	Hold	4,905	–	–	0.05%	258
2022 Q1	$321K	Hold	4,905	–	–	0.06%	227
2021 Q4	$335K	Hold	4,905	–	–	0.06%	222
2021 Q3	$337K	Hold	4,905	–	–	0.07%	213
2021 Q2	$308K	Sell	4,905 -625	-11%	-$41.3K	0.06%	231
2021 Q1	$344K	Sell	5,530 -157	-3%	-$8.68K	0.08%	198
2020 Q4	$286K	Buy	+5,687	New	+$242K	0.07%	209
2020 Q3	–	Sell	-5,530	Closed	-$203K	–	249
2020 Q2	$203K	Buy	+5,530	New	+$195K	0.06%	234
2020 Q1	–	Sell	-5,530	Closed	-$326K	–	228
2019 Q4	$326K	Hold	5,530	–	–	0.09%	178
2019 Q3	$334K	Sell	5,530 -859	-13%	-$51.4K	0.1%	178
2019 Q2	$412K	Buy	+6,389	New	+$408K	0.12%	159

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Sound View Wealth Advisors Group's LNC Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Lincoln National (LNC) stake by 5.1% in Q1 2026, buying an estimated $24.2K and bringing the position to 12,870 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #279.

Sound View Wealth Advisors Group first reported a position in LNC in Q2 2019 and has held it in 25 quarters since. The position peaked at $545K in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Sound View Wealth Advisors Group held 12,870 shares of Lincoln National worth $457K as of Q1 2026.
Sound View Wealth Advisors Group bought 629 Lincoln National shares in Q1 2026, an estimated $24.2K.
Lincoln National made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #279 holding.
Sound View Wealth Advisors Group first reported a position in Lincoln National in Q2 2019 and has held it in 25 quarters since.
Sound View Wealth Advisors Group's Lincoln National position peaked at $545K in Q4 2025.
613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.