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Abacus Wealth Partners’s Lincoln National LNC Stock Holding History

Abacus Wealth Partners’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 		$264K Sell
7,472
-3,273
-30% -$118K 0.03% 259
2026
Q1 		$381K Sell
10,745
-260
-2% -$9.99K 0.03% 284
2025
Q4 		$490K Buy
+11,005
New +$458K 0.05% 224

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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

Abacus Wealth Partners's LNC Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Lincoln National (LNC) stake by 30% in Q2 2026, selling an estimated $118K and leaving 7,472 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #259.

Abacus Wealth Partners first reported a position in LNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $490K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Abacus Wealth Partners held 7,472 shares of Lincoln National worth $264K as of Q2 2026.
  • Abacus Wealth Partners sold 3,273 Lincoln National shares in Q2 2026, an estimated $118K.
  • Lincoln National made up 0.03% of Abacus Wealth Partners's portfolio in Q2 2026, its #259 holding.
  • Abacus Wealth Partners first reported a position in Lincoln National in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's Lincoln National position peaked at $490K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.