1620 Investment Advisors’s Lincoln National LNC Stock Holding History

1620 Investment Advisors’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$581K	Sell	16,445 -3,806	-19%	-$137K	0.36%	76
2026 Q1	$719K	Sell	20,251 -219	-1%	-$8.41K	0.49%	53
2025 Q4	$912K	Buy	20,470 +244	+1%	+$10.2K	0.61%	41
2025 Q3	$816K	Buy	20,226 +581	+3%	+$22.5K	0.55%	49
2025 Q2	$680K	Hold	19,645	–	–	0.48%	60
2025 Q1	$705K	Buy	19,645 +208	+1%	+$7.38K	0.54%	47
2024 Q4	$616K	Buy	19,437 +59	+0.3%	+$1.97K	0.47%	61
2024 Q3	$611K	Buy	19,378 +177	+0.9%	+$5.52K	0.44%	68
2024 Q2	$597K	Buy	19,201 +174	+0.9%	+$5.26K	0.46%	58
2024 Q1	$608K	Buy	+19,027	New	+$526K	0.61%	53
2022 Q3	–	Sell	-4,419	Closed	-$207K	–	125
2022 Q2	$207K	Buy	4,419 +548	+14%	+$31.3K	0.29%	114
2022 Q1	$264K	Hold	3,871	–	–	0.29%	105
2021 Q4	$264K	Buy	+3,871	New	+$273K	0.3%	101

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1620 Investment Advisors's LNC Position: Q2 2026 in Review

1620 Investment Advisors reduced its Lincoln National (LNC) stake by 19% in Q2 2026, selling an estimated $137K and leaving 16,445 shares worth $581K. The position accounts for 0.36% of the portfolio, ranked #76.

1620 Investment Advisors first reported a position in LNC in Q4 2021 and has held it in 13 quarters since. The position peaked at $912K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

1620 Investment Advisors held 16,445 shares of Lincoln National worth $581K as of Q2 2026.
1620 Investment Advisors sold 3,806 Lincoln National shares in Q2 2026, an estimated $137K.
Lincoln National made up 0.36% of 1620 Investment Advisors's portfolio in Q2 2026, its #76 holding.
1620 Investment Advisors first reported a position in Lincoln National in Q4 2021 and has held it in 13 quarters since.
1620 Investment Advisors's Lincoln National position peaked at $912K in Q4 2025.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.