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Addison Advisors’s Lincoln National LNC Stock Holding History

Addison 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 		– Sell
-194
Closed -$6.89K – 872
2026
Q1 		$6.89K Sell
194
-66
-25% -$2.54K ﹤0.01% 695
2025
Q4 		$11.6K Buy
260
+66
+34% +$2.75K ﹤0.01% 612
2025
Q3 		$7.83K Hold
194
– – ﹤0.01% 656
2025
Q2 		$6.71K Buy
194
+129
+198% +$4.22K ﹤0.01% 671
2025
Q1 		$2.33K Buy
+65
New +$2.31K ﹤0.01% 736
2024
Q1 		– Sell
-53
Closed -$1.43K – 718
2023
Q4 		$1.43K Buy
+53
New +$1.27K ﹤0.01% 638

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

Addison Advisors's LNC Position: Q2 2026 in Review

Addison Advisors sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 194 shares — an estimated $6.89K sold.

Addison Advisors first reported a position in LNC in Q4 2023 and held it in 6 quarters. The position peaked at $11.6K in Q4 2025. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Addison Advisors reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 194 Lincoln National shares in Q2 2026, an estimated $6.89K.
  • Addison Advisors first reported a position in Lincoln National in Q4 2023 and held it in 6 quarters.
  • Addison Advisors's Lincoln National position peaked at $11.6K in Q4 2025.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.