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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 $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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Venturi Wealth Management's LNC Position: Q1 2025 in Review

Venturi Wealth Management sold out of Lincoln National (LNC) in Q1 2025, closing a stake of 2,012 shares — an estimated $63.8K sold.

Venturi Wealth Management first reported a position in LNC in Q3 2023 and held it in 5 quarters. The position peaked at $65.6K in Q3 2024. 570 funds tracked by Wall St. Rank hold LNC as of Q1 2025.

  • Venturi Wealth Management reported no remaining Lincoln National position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,012 Lincoln National shares in Q1 2025, an estimated $63.8K.
  • Venturi Wealth Management first reported a position in Lincoln National in Q3 2023 and held it in 5 quarters.
  • Venturi Wealth Management's Lincoln National position peaked at $65.6K in Q3 2024.
  • 570 funds tracked by Wall St. Rank held Lincoln National as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.