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Lincoln National Corporation shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of Lincoln National Corporation (LNC) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in Lincoln National Corporation

Tip: Access up to 7 years of quarterly data

All positions including Lincoln National Corporation held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lincoln National Corporation by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 4.5k 44.53

More positions owned by Connecticut Wealth Management

Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding Lincoln National Corporation

Vanguard Group
BlackRock
Dimensional Fund Advisors
State Street Corporation
Massachusetts Financial Services
First Trust Advisors
Jennison Associates
Geode Capital Management
LSV Asset Management
Royal Bank of Canada
Principal Financial Group
Norges Bank Investment Management
Charles Schwab Investment Management
Northern Trust
UBS Group

View all funds holding Lincoln National Corporation