Access Investment Management’s Lincoln National LNC Stock Holding History

Access Investment Management’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	$6.95M	Hold	196,500	–	–	1.78%	22
2026 Q1	$6.98M	Hold	196,500	–	–	1.86%	20
2025 Q4	$7.92M	Hold	196,500	–	–	2.13%	15
2025 Q3	$7.92M	Hold	196,500	–	–	2.13%	15
2025 Q2	$6.8M	Buy	+196,500	New	+$6.43M	1.94%	17
2024 Q4	$6.23M	Sell	196,500 -5,000	-2%	-$167K	1.81%	19
2024 Q3	$6.35M	Hold	201,500	–	–	1.93%	19
2024 Q2	$6.27M	Buy	201,500 +5,500	+3%	+$166K	2.04%	16
2024 Q1	$6.26M	Hold	196,000	–	–	2.07%	15
2023 Q4	$5.29M	Buy	+196,000	New	+$4.71M	1.97%	16

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

Access Investment Management's LNC Position: Q2 2026 in Review

Access Investment Management held its Lincoln National (LNC) position steady in Q2 2026 at 196,500 shares worth $6.95M. The position accounts for 1.78% of the portfolio, ranked #22.

Access Investment Management first reported a position in LNC in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.92M in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Access Investment Management held 196,500 shares of Lincoln National worth $6.95M as of Q2 2026.
Access Investment Management left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up 1.78% of Access Investment Management's portfolio in Q2 2026, its #22 holding.
Access Investment Management first reported a position in Lincoln National in Q4 2023 and has held it in 10 quarters since.
Access Investment Management's Lincoln National position peaked at $7.92M in Q4 2025.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.