Lincoln National Corp Portfolio Holdings

Lincoln National Corp

  • $3.11 Billion
  • Q4 2024

Lincoln National Corp has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.11 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $293M, Vanguard Bd Index Fd Inc Short with a value of $271M, Vanguard Total Stock Market Et with a value of $239M, Vanguard Value ETF with a value of $239M, and Schwab Strategic Us Tips ETF with a value of $213M.

Examining the 13F form we can see an increase of $4.24M in the current position value, from $3.11B to 3.11B.

Below you can find more details about Lincoln National Corp portfolio as well as his latest detailed transactions.

Portfolio value $3.11 Billion
ETFs: $3.11 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$293 Million 9.42% of portfolio
714,139
Q4 2024 New
$0
$271 Million 8.7% of portfolio
3,503,805
Q4 2024 Added 4.22%
$0
$239 Million 7.69% of portfolio
825,818
Q4 2024 Reduced 35.04%
$0
$239 Million 7.69% of portfolio
1,412,648
Q4 2024 New
$0
$213 Million 6.83% of portfolio
8,227,198
Q4 2024 Added 100.24%
$0
$209 Million 6.71% of portfolio
387,696
Q4 2024 New
$0
$202 Million 6.5% of portfolio
4,123,294
Q4 2024 Added 5.25%
$0
$178 Million 5.71% of portfolio
3,093,326
Q4 2024 Added 4.38%
$0
$158 Million 5.09% of portfolio
2,314,977
Q4 2024 Added 8.8%
$0
$157 Million 5.06% of portfolio
3,292,683
Q4 2024 Added 5.27%
$0
$157 Million 5.04% of portfolio
3,456,910
Q4 2024 Added 5.78%
$0
$149 Million 4.79% of portfolio
1,994,238
Q4 2024 Added 6.26%
$0
$120 Million 3.84% of portfolio
460,247
Q4 2024 New
$0
$108 Million 3.47% of portfolio
2,012,952
Q4 2024 Added 7.29%
$0
$91.8 Million 2.95% of portfolio
1,292,707
Q4 2024 Added 4.83%
$0
$85.6 Million 2.75% of portfolio
1,347,918
Q4 2024 Added 7.87%
$0
$65.4 Million 2.1% of portfolio
271,979
Q4 2024 New
$0
$33.1 Million 1.06% of portfolio
289,348
Q4 2024 Added 5.34%
$0
$30.5 Million 0.98% of portfolio
160,782
Q4 2024 New
$0
$26.1 Million 0.84% of portfolio
660,945
Q4 2024 Added 9.84%

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $3.11 Billion
  • Prior Value $3.11 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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