Waldron Private Wealth’s Lincoln National LNC Stock Holding History

Waldron Private Wealth’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	-4,500	Closed	-$200K	–	347
2025 Q4	$200K	Buy	+4,500	New	+$187K	0.01%	316
2023 Q1	–	Sell	-5,505	Closed	-$241K	–	438
2022 Q4	$241K	Hold	5,505	–	–	0.02%	325
2022 Q3	$241K	Buy	5,505 +120	+2%	+$5.78K	0.02%	327
2022 Q2	$251K	Buy	5,385 +203	+4%	+$11.6K	0.01%	327
2022 Q1	$338K	Buy	5,182 +233	+5%	+$15.9K	0.02%	290
2021 Q4	$337K	Hold	4,949	–	–	0.02%	294
2021 Q3	$340K	Buy	4,949 +1	+0%	+$65	0.02%	265
2021 Q2	$310K	Hold	4,948	–	–	0.02%	267
2021 Q1	$308K	Hold	4,948	–	–	0.02%	239
2020 Q4	$248K	Buy	+4,948	New	+$210K	0.02%	258
2020 Q1	–	Sell	-4,669	Closed	-$275K	–	273
2019 Q4	$275K	Hold	4,669	–	–	0.02%	216
2019 Q3	$281K	Hold	4,669	–	–	0.03%	197
2019 Q2	$300K	Hold	4,669	–	–	0.03%	182
2019 Q1	$274K	Buy	+4,669	New	+$277K	0.03%	204

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waldron Private Wealth's LNC Position: Q1 2026 in Review

Waldron Private Wealth sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 4,500 shares — an estimated $200K sold.

Waldron Private Wealth first reported a position in LNC in Q1 2019 and held it in 14 quarters. The position peaked at $340K in Q3 2021. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Waldron Private Wealth reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
Waldron Private Wealth sold 4,500 Lincoln National shares in Q1 2026, an estimated $200K.
Waldron Private Wealth first reported a position in Lincoln National in Q1 2019 and held it in 14 quarters.
Waldron Private Wealth's Lincoln National position peaked at $340K in Q3 2021.
613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Waldron Private Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.