LNC LINCOLN NATIONAL CORP

Ownership history in Boit C F David  ·  19 quarters on record

AI Ownership Summary

Boit C F David reported LINCOLN NATIONAL CORP (LNC) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.45% in 2025 Q4. The latest visible filing shows LNC at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LNC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boit C F David's position in LINCOLN NATIONAL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LNC was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Boit C F David held LNC — position size vs. price
% of Fund (quarterly)    LNC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 19,990 -4,000 -16.7% 0.31% $710K 2026-04-09 $34.44
2025 Q4 UNCHANGED 23,990 0% 0.45% $1.1M 2026-01-15 $40.98
2025 Q3 UNCHANGED 23,990 0% 0.44% $968K 2025-10-28 $39.20
2025 Q2 UNCHANGED 23,990 0% 0.40% $830K 2025-07-30 $33.04
2025 Q1 UNCHANGED 23,990 0% 0.43% $861K 2025-04-08 $27.22
2024 Q4 UNCHANGED 23,990 0% 0.31% $761K 2025-01-24 $31.27
2024 Q3 UNCHANGED 23,990 0% 0.36% $734K 2024-10-07 $28.44
2024 Q2 UNCHANGED 23,990 0% 0.39% $746K 2024-07-10 $28.77
2024 Q1 UNCHANGED 23,990 0% 0.36% $664K 2024-05-02 $24.25
2023 Q4 UNCHANGED 23,990 0% 0.36% $634K 2024-01-24 $24.71
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Boit C F David and LNC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Boit C F David reported owning LNC?

Boit C F David reported LNC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LNC position in Boit C F David's portfolio?

The largest reported portfolio weight for LNC was 0.45% in 2025 Q4.

What is the latest reported LNC position on this page?

The most recent filing on this page is 2026 Q1, when Boit C F David reported 19,990 shares, equal to 0.31% of portfolio, with an estimated market value of $710K.

What does the chart on this LNC ownership page compare?

The chart compares Boit C F David's quarterly LNC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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