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Ted Buchan & Co’s Lincoln National LNC Stock Holding History

Ted Buchan & Co’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
-36,180
Closed -$1.25M – 92
2025
Q2 		$1.25M Sell
36,180
-245
-0.7% -$8.01K 0.5% 46
2025
Q1 		$1.31M Sell
36,425
-500
-1% -$17.7K 0.62% 34
2024
Q4 		$1.17M Sell
36,925
-533
-1% -$17.8K 0.55% 39
2024
Q3 		$1.18M Sell
37,458
-6,307
-14% -$197K 0.56% 34
2024
Q2 		$1.36M Sell
43,765
-3,571
-8% -$108K 0.73% 30
2024
Q1 		$1.51M Buy
47,336
+3,209
+7% +$88.6K 0.93% 25
2023
Q4 		$1.19M Sell
44,127
-4,350
-9% -$105K 0.87% 22
2023
Q3 		$1.2M Sell
48,477
-1,884
-4% -$49.3K 0.96% 21
2023
Q2 		$1.3M Buy
50,361
+15,553
+45% +$341K 1% 22
2023
Q1 		$782K Buy
+34,808
New +$1.03M 0.65% 31

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ted Buchan & Co's LNC Position: Q3 2025 in Review

Ted Buchan & Co sold out of Lincoln National (LNC) in Q3 2025, closing a stake of 36,180 shares — an estimated $1.25M sold.

Ted Buchan & Co first reported a position in LNC in Q1 2023 and held it in 10 quarters. The position peaked at $1.51M in Q1 2024. 605 funds tracked by Wall St. Rank hold LNC as of Q3 2025.

  • Ted Buchan & Co reported no remaining Lincoln National position as of Q3 2025 after selling out during the quarter.
  • Ted Buchan & Co sold 36,180 Lincoln National shares in Q3 2025, an estimated $1.25M.
  • Ted Buchan & Co first reported a position in Lincoln National in Q1 2023 and held it in 10 quarters.
  • Ted Buchan & Co's Lincoln National position peaked at $1.51M in Q1 2024.
  • 605 funds tracked by Wall St. Rank held Lincoln National as of Q3 2025.

Based on Ted Buchan & Co's 13F filing for Q3 2025, filed 12 Nov 2025.