SWM
LNC icon

Spire Wealth Management’s Lincoln National LNC Stock Holding History

Spire 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
2026
Q1 		– Sell
-19
Closed -$846 – 2348
2025
Q4 		$846 Buy
+19
New +$791 ﹤0.01% 2215
2024
Q4 		– Sell
-86
Closed -$2.72K – 2492
2024
Q3 		$2.72K Buy
86
+24
+39% +$748 ﹤0.01% 1937
2024
Q2 		$1.92K Sell
62
-152
-71% -$4.6K ﹤0.01% 2014
2024
Q1 		$6.83K Buy
214
+100
+88% +$2.76K ﹤0.01% 1843
2023
Q4 		$3.13K Hold
114
– – ﹤0.01% 2061
2023
Q3 		$2.82K Buy
114
+1
+0.9% +$26 ﹤0.01% 2063
2023
Q2 		$2.91K Buy
113
+42
+59% +$922 ﹤0.01% 2127
2023
Q1 		$1.61K Buy
+71
New +$2.11K ﹤0.01% 2305
2022
Q3 		– Sell
-76
Closed -$4K – 2427
2022
Q2 		$4K Sell
76
-65
-46% -$3.71K ﹤0.01% 2198
2022
Q1 		$9K Sell
141
-99
-41% -$6.77K ﹤0.01% 2067
2021
Q4 		$16K Sell
240
-150
-38% -$10.6K ﹤0.01% 2203
2021
Q3 		$27K Buy
390
+1
+0.3% +$65 ﹤0.01% 1730
2021
Q2 		$24K Buy
389
+181
+87% +$11.9K ﹤0.01% 1802
2021
Q1 		$13K Buy
+208
New +$11.5K ﹤0.01% 2332

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spire Wealth Management's LNC Position: Q1 2026 in Review

Spire Wealth Management sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 19 shares — an estimated $846 sold.

Spire Wealth Management first reported a position in LNC in Q1 2021 and held it in 14 quarters. The position peaked at $27K in Q3 2021. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Spire Wealth Management reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 19 Lincoln National shares in Q1 2026, an estimated $846.
  • Spire Wealth Management first reported a position in Lincoln National in Q1 2021 and held it in 14 quarters.
  • Spire Wealth Management's Lincoln National position peaked at $27K in Q3 2021.
  • 615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.