Advisors Asset Management’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $83K | Hold |
2,338
| – | – | ﹤0.01% | 1255 |
|
|
2025
Q4 | $104K | Buy |
2,338
+442
| +23% | +$18.4K | ﹤0.01% | 1220 |
|
|
2025
Q3 | $76.5K | Buy |
1,896
+1,087
| +134% | +$42K | ﹤0.01% | 1252 |
|
|
2025
Q2 | $28K | Buy |
+809
| New | +$26.5K | ﹤0.01% | 1325 |
|
|
2021
Q4 | – | Sell |
-345
| Closed | -$24K | – | 1505 |
|
|
2021
Q3 | $24K | Sell |
345
-1,161
| -77% | -$75.8K | ﹤0.01% | 1448 |
|
|
2021
Q2 | $95K | Sell |
1,506
-1,753
| -54% | -$116K | ﹤0.01% | 1310 |
|
|
2021
Q1 | $203K | Sell |
3,259
-3,092
| -49% | -$171K | ﹤0.01% | 1209 |
|
|
2020
Q4 | $320K | Sell |
6,351
-853
| -12% | -$36.3K | 0.01% | 1091 |
|
|
2020
Q3 | $226K | Sell |
7,204
-448
| -6% | -$16K | ﹤0.01% | 1142 |
|
|
2020
Q2 | $282K | Sell |
7,652
-368
| -5% | -$13K | 0.01% | 1082 |
|
|
2020
Q1 | $211K | Buy |
8,020
+940
| +13% | +$44.6K | 0.01% | 1087 |
|
|
2019
Q4 | $418K | Buy |
7,080
+1,337
| +23% | +$78.7K | 0.01% | 1035 |
|
|
2019
Q3 | $346K | Buy |
5,743
+1,638
| +40% | +$98K | 0.01% | 1063 |
|
|
2019
Q2 | $265K | Buy |
4,105
+1,358
| +49% | +$86.8K | ﹤0.01% | 1135 |
|
|
2019
Q1 | $161K | Buy |
2,747
+2,729
| +15,161% | +$162K | ﹤0.01% | 1406 |
|
|
2018
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1585 |
|
|
2018
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1563 |
|
|
2018
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1571 |
|
|
2018
Q1 | $1K | Sell |
18
-404
| -96% | -$31.7K | ﹤0.01% | 1524 |
|
|
2017
Q4 | $32K | Sell |
422
-56
| -12% | -$4.24K | ﹤0.01% | 1427 |
|
|
2017
Q3 | $35K | Sell |
478
-19
| -4% | -$1.34K | ﹤0.01% | 1438 |
|
|
2017
Q2 | $34K | Sell |
497
-43
| -8% | -$2.84K | ﹤0.01% | 1461 |
|
|
2017
Q1 | $35K | Sell |
540
-1,041
| -66% | -$71.2K | ﹤0.01% | 1467 |
|
|
2016
Q4 | $105K | Sell |
1,581
-288
| -15% | -$16.8K | ﹤0.01% | 1509 |
|
|
2016
Q3 | $88K | Sell |
1,869
-1,839
| -50% | -$82.3K | ﹤0.01% | 1541 |
|
|
2016
Q2 | $144K | Sell |
3,708
-1,516
| -29% | -$64.3K | ﹤0.01% | 1419 |
|
|
2016
Q1 | $205K | Sell |
5,224
-828
| -14% | -$32.3K | ﹤0.01% | 1313 |
|
|
2015
Q4 | $304K | Sell |
6,052
-323
| -5% | -$16.9K | ﹤0.01% | 1288 |
|
|
2015
Q3 | $303K | Sell |
6,375
-1,276
| -17% | -$68.4K | ﹤0.01% | 1253 |
|
|
2015
Q2 | $453K | Sell |
7,651
-2,835
| -27% | -$166K | 0.01% | 1157 |
|
|
2015
Q1 | $603K | Sell |
10,486
-65
| -0.6% | -$3.63K | 0.01% | 1028 |
|
|
2014
Q4 | $608K | Sell |
10,551
-598
| -5% | -$32.5K | 0.01% | 1009 |
|
|
2014
Q3 | $597K | Sell |
11,149
-398
| -3% | -$21.2K | 0.01% | 969 |
|
|
2014
Q2 | $594K | Buy |
11,547
+1,162
| +11% | +$57.4K | 0.01% | 977 |
|
|
2014
Q1 | $526K | Buy |
10,385
+6,017
| +138% | +$302K | 0.01% | 969 |
|
|
2013
Q4 | $225K | Buy |
4,368
+1,142
| +35% | +$54.7K | ﹤0.01% | 1176 |
|
|
2013
Q3 | $135K | Buy |
3,226
+1,626
| +102% | +$68.6K | ﹤0.01% | 1244 |
|
|
2013
Q2 | $58K | Buy |
+1,600
| New | +$54.6K | ﹤0.01% | 1485 |
|
Other funds holding LNC
BCP
VPM
VCM
Advisors Asset Management's LNC Position: Q1 2026 in Review
Advisors Asset Management held its Lincoln National (LNC) position steady in Q1 2026 at 2,338 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.
Advisors Asset Management first reported a position in LNC in Q2 2013 and has held it in 38 quarters since. The position peaked at $608K in Q4 2014. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.
- Advisors Asset Management held 2,338 shares of Lincoln National worth $83K as of Q1 2026.
- Advisors Asset Management left its Lincoln National share count unchanged in Q1 2026.
- Lincoln National made up ﹤0.01% of Advisors Asset Management's portfolio in Q1 2026, its #1255 holding.
- Advisors Asset Management first reported a position in Lincoln National in Q2 2013 and has held it in 38 quarters since.
- Advisors Asset Management's Lincoln National position peaked at $608K in Q4 2014.
- 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.
Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.