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Lincoln National Corporation shares owned by Cornerstone Wealth Management

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

Historical chart of Cornerstone Wealth Management investment in Lincoln National Corporation

Tip: Access up to 7 years of quarterly data

All positions including Lincoln National Corporation held by Cornerstone 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 Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $900k 29k 31.10
2024-03-31 $774k 24k 31.93
2023-12-31 $594k 22k 26.97
2023-09-30 $403k 16k 24.69
2023-06-30 $267k 10k 25.76
2018-06-30 $1.1M 66k 15.87

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Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
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Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
Amazon (AMZN)

View all positions for Cornerstone Wealth Management

Top funds holding Lincoln National Corporation

Vanguard Group
BlackRock
State Street Corporation
Massachusetts Financial Services
Morgan Stanley
Citadel Advisors
Geode Capital Management
Principal Financial Group
Dimensional Fund Advisors
Hsbc Holdings
Northern Trust
LSV Asset Management
Goldman Sachs Group
Bank of New York Mellon
AQR Capital Management

View all funds holding Lincoln National Corporation