Trust Company of Vermont’s Lincoln National LNC Stock Holding History

Trust Company of Vermont’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 Q2	$28.3K	Buy	+800	New	+$28.8K	﹤0.01%	730
2025 Q4	$35.6K	Hold	800	–	–	﹤0.01%	633
2025 Q3	$32.3K	Hold	800	–	–	﹤0.01%	641
2025 Q2	$27.7K	Sell	800 -227	-22%	-$7.42K	﹤0.01%	652
2025 Q1	$36.9K	Buy	1,027 +227	+28%	+$8.05K	﹤0.01%	568
2024 Q4	$25.4K	Sell	800 -9	-1%	-$300	﹤0.01%	635
2024 Q3	$25.5K	Buy	809 +9	+1%	+$281	﹤0.01%	620
2024 Q2	$24.9K	Hold	800	–	–	﹤0.01%	576
2024 Q1	$25.5K	Buy	+800	New	+$22.1K	﹤0.01%	576
2023 Q4	–	Sell	-800	Closed	-$19.8K	–	859
2023 Q3	$19.8K	Hold	800	–	–	﹤0.01%	571
2023 Q2	$20.6K	Hold	800	–	–	﹤0.01%	584
2023 Q1	$18K	Buy	+800	New	+$23.8K	﹤0.01%	615
2020 Q2	–	Sell	-402	Closed	-$11K	–	815
2020 Q1	$11K	Sell	402 -63	-14%	-$2.99K	﹤0.01%	643
2019 Q4	$27K	Hold	465	–	–	﹤0.01%	563
2019 Q3	$28K	Sell	465 -55	-11%	-$3.29K	﹤0.01%	570
2019 Q2	$34K	Hold	520	–	–	﹤0.01%	534
2019 Q1	$31K	Sell	520 -63	-11%	-$3.73K	﹤0.01%	543
2018 Q4	$30K	Sell	583 -107	-16%	-$6.5K	﹤0.01%	543
2018 Q3	$47K	Sell	690 -75	-10%	-$4.95K	﹤0.01%	522
2018 Q2	$48K	Buy	765 +212	+38%	+$14.5K	﹤0.01%	539
2018 Q1	$40K	Sell	553 -155	-22%	-$12.2K	﹤0.01%	542
2017 Q4	$54K	Buy	708 +21	+3%	+$1.59K	0.01%	490
2017 Q3	$50K	Sell	687 -813	-54%	-$57.4K	0.01%	494
2017 Q2	$101K	Buy	+1,500	New	+$99.2K	0.01%	408

Other funds holding LNC

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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Trust Company of Vermont's LNC Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Lincoln National (LNC) in Q2 2026: 800 shares worth $28.3K. The stake represents ﹤0.01% of the portfolio and ranks #730 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in LNC as recently as Q4 2025.

Trust Company of Vermont first reported a position in LNC in Q2 2017 and has held it in 24 quarters since. The position peaked at $101K in Q2 2017. 320 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Trust Company of Vermont held 800 shares of Lincoln National worth $28.3K as of Q2 2026.
Lincoln National was a new Trust Company of Vermont position in Q2 2026.
Lincoln National made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #730 holding.
Trust Company of Vermont first reported a position in Lincoln National in Q2 2017 and has held it in 24 quarters since.
Trust Company of Vermont's Lincoln National position peaked at $101K in Q2 2017.
320 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.