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Fidelity vs Lincoln Financial: how alike they voted, 2024-2025

96.6% When both took a single position, they voted the same way on 96.6% of 67,645 items (65,321 the same, 2,324 different). 6,697 items where at least one of them split its funds are listed separately below. Both voted on 74,342 items in all.

Fidelity 2024-2025 · Lincoln Financial 2024-2025 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
	Common items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	74,342	65,321	2,324	6,697	96.6%	93.2%
Board proposals	60,945	53,132	2,069	5,744	96.3%	92.7%
E&S shareholder proposals	270	135	4	131	97.1%	85.8%
Other items	13,127	12,054	251	822	98.0%	95.8%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

4 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.

Company	Meeting	Proposal	On the ballot from	Board recommended	Fidelity	Lincoln Financial
AMAZON.COM INC.	May 21, 2025	Shareholder proposal requesting a report on data dosage oversight in AI offerings Other Social Issues	Shareholder (E&S)	Against	FOR 1 fund	AGAINST 1 fund
META PLATFORMS INC.	May 28, 2025	A shareholder proposal regarding report on AI data usage oversight. Corporate Governance	Shareholder (E&S)	Against	FOR 1 fund	AGAINST 2 funds
MICROSOFT	December 10, 2024	Report on Risks of Weapons Development. Other Social Issues	Shareholder (E&S)	Against	FOR 1 fund	AGAINST 2 funds
WELLS FARGO & CO.	April 29, 2025	Shareholder Proposal - Report on Respecting Indigenous Peoples Rights. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	AGAINST 1 fund	FOR 1 fund

← All 20 managers, 2024-2025

How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.