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Venturi Wealth Management’s Lincoln National LNC Stock Holding History

Venturi 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
2025
Q1 		– Sell
-2,012
Closed -$63.8K – 1298
2024
Q4 		$63.8K Sell
2,012
-71
-3% -$2.37K ﹤0.01% 950
2024
Q3 		$65.6K Buy
2,083
+1,711
+460% +$53.3K ﹤0.01% 689
2024
Q2 		$11.6K Buy
372
+12
+3% +$363 ﹤0.01% 1076
2024
Q1 		$11.5K Buy
+360
New +$9.94K ﹤0.01% 899
2023
Q4 		– Sell
-45
Closed -$1.11K – 1398
2023
Q3 		$1.11K Buy
+45
New +$1.18K ﹤0.01% 1277

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return