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Lincoln National Corporation shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management investment in Lincoln National Corporation

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

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Quarterly reported holdings in Lincoln National Corporation by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $594k 19k 31.93
2023-12-31 $512k 19k 26.97
2023-09-30 $424k 17k 24.69
2023-06-30 $391k 15k 25.76
2023-03-31 $356k 16k 22.47
2022-12-31 $486k 16k 30.72
2022-09-30 $843k 19k 43.91
2022-06-30 $897k 19k 46.78
2022-03-31 $1.3M 19k 65.39
2021-12-31 $1.3M 19k 68.25
2021-09-30 $1.4M 21k 68.73
2021-06-30 $1.3M 21k 62.84
2021-03-31 $1.4M 22k 62.29
2020-12-31 $1.1M 23k 50.31
2020-09-30 $688k 22k 31.32
2020-06-30 $808k 22k 36.78
2020-03-31 $524k 22k 23.83
2019-12-31 $1.1M 18k 59.01
2019-09-30 $1.0M 17k 60.32
2019-06-30 $1.1M 17k 65.52
2019-03-31 $1.0M 17k 61.92
2018-12-31 $868k 17k 51.33
2018-09-30 $1.0M 15k 68.08
2018-06-30 $963k 15k 63.04
2018-03-31 $1.2M 17k 69.15
2017-12-31 $1.4M 17k 79.09
2017-09-30 $1.3M 17k 73.48
2017-06-30 $1.3M 18k 72.34
2017-03-31 $1.1M 18k 63.22
2016-12-31 $1.2M 18k 67.61
2016-09-30 $1.1M 23k 48.88
2016-06-30 $1.1M 25k 43.32
2016-03-31 $1.4M 36k 39.81
2015-12-31 $1.5M 36k 41.78
2015-09-30 $1.8M 36k 48.73
2015-06-30 $2.1M 37k 58.21
2015-03-31 $3.0M 52k 57.51
2014-12-31 $2.9M 54k 54.61
2014-09-30 $2.7M 55k 49.07
2014-06-30 $2.9M 56k 51.81
2014-03-31 $2.6M 55k 48.08
2013-12-31 $3.1M 61k 50.80
2013-09-30 $2.8M 64k 43.10
2013-06-30 $2.8M 69k 39.86
2012-09-30 $1.9M 78k 24.00
2012-06-30 $1.7M 85k 20.08
2012-03-31 $2.9M 113k 25.75
2011-09-30 $1.9M 123k 15.63
2011-06-30 $1.3M 50k 27.04
2011-03-31 $2.8M 92k 30.04

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding Lincoln National Corporation

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Two Sigma Advisers
Two Sigma Investments

View all funds holding Lincoln National Corporation