1WA
LNC icon

180 Wealth Advisors’s Lincoln National LNC Stock Holding History

180 Wealth 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 		$435K Sell
12,298
-934
-7% -$33.6K 0.04% 305
2026
Q1 		$470K Buy
13,232
+39
+0.3% +$1.5K 0.05% 289
2025
Q4 		$588K Sell
13,193
-72
-0.5% -$3K 0.07% 249
2025
Q3 		$535K Sell
13,265
-745
-5% -$28.8K 0.07% 251
2025
Q2 		$485K Sell
14,010
-846
-6% -$27.7K 0.07% 246
2025
Q1 		$533K Sell
14,856
-149
-1% -$5.29K 0.09% 220
2024
Q4 		$476K Buy
15,005
+14
+0.1% +$467 0.07% 233
2024
Q3 		$472K Buy
14,991
+808
+6% +$25.2K 0.07% 240
2024
Q2 		$453K Sell
14,183
-60
-0.4% -$1.81K 0.07% 237
2024
Q1 		$455K Buy
14,243
+676
+5% +$18.7K 0.08% 220
2023
Q4 		$371K Buy
13,567
+3,166
+30% +$76.1K 0.07% 242
2023
Q3 		$257K Buy
10,401
+2,179
+27% +$57K 0.06% 286
2023
Q2 		$214K Buy
+8,222
New +$180K 0.05% 318
2022
Q4 		– Sell
-6,752
Closed -$296K – 386
2022
Q3 		$296K Buy
6,752
+93
+1% +$4.48K 0.08% 246
2022
Q2 		$317K Buy
6,659
+449
+7% +$25.6K 0.08% 247
2022
Q1 		$419K Buy
6,210
+11
+0.2% +$752 0.09% 206
2021
Q4 		$421K Sell
6,199
-673
-10% -$47.5K 0.09% 206
2021
Q3 		$497K Sell
6,872
-116
-2% -$7.58K 0.11% 176
2021
Q2 		$480K Buy
6,988
+781
+13% +$51.6K 0.11% 182
2021
Q1 		$426K Sell
6,207
-1,428
-19% -$78.9K 0.11% 190
2020
Q4 		$402K Buy
7,635
+240
+3% +$10.2K 0.12% 176
2020
Q3 		$255K Buy
+7,395
New +$264K 0.1% 204

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

180 Wealth Advisors's LNC Position: Q2 2026 in Review

180 Wealth Advisors reduced its Lincoln National (LNC) stake by 7.1% in Q2 2026, selling an estimated $33.6K and leaving 12,298 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #305.

180 Wealth Advisors first reported a position in LNC in Q3 2020 and has held it in 22 quarters since. The position peaked at $588K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • 180 Wealth Advisors held 12,298 shares of Lincoln National worth $435K as of Q2 2026.
  • 180 Wealth Advisors sold 934 Lincoln National shares in Q2 2026, an estimated $33.6K.
  • Lincoln National made up 0.04% of 180 Wealth Advisors's portfolio in Q2 2026, its #305 holding.
  • 180 Wealth Advisors first reported a position in Lincoln National in Q3 2020 and has held it in 22 quarters since.
  • 180 Wealth Advisors's Lincoln National position peaked at $588K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.