AWM
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AE Wealth Management’s Lincoln National LNC Stock Holding History

AE Wealth 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 		$838K Buy
23,711
+4,489
+23% +$161K ﹤0.01% 982
2026
Q1 		$682K Buy
19,222
+994
+5% +$38.2K ﹤0.01% 970
2025
Q4 		$812K Sell
18,228
-859
-5% -$35.8K ﹤0.01% 866
2025
Q3 		$770K Sell
19,087
-384
-2% -$14.8K ﹤0.01% 821
2025
Q2 		$674K Buy
19,471
+136
+0.7% +$4.45K ﹤0.01% 826
2025
Q1 		$694K Buy
19,335
+261
+1% +$9.26K 0.01% 820
2024
Q4 		$605K Sell
19,074
-1,344
-7% -$44.8K 0.01% 848
2024
Q3 		$643K Sell
20,418
-213
-1% -$6.64K 0.01% 815
2024
Q2 		$642K Buy
20,631
+1,938
+10% +$58.6K 0.01% 815
2024
Q1 		$597K Sell
18,693
-30,963
-62% -$855K 0.01% 775
2023
Q4 		$1.41M Buy
49,656
+5,469
+12% +$131K 0.01% 1032
2023
Q3 		$1.09M Sell
44,187
-974
-2% -$25.5K 0.01% 1060
2023
Q2 		$1.16M Buy
45,161
+20,509
+83% +$450K 0.01% 1037
2023
Q1 		$554K Buy
24,652
+3,595
+17% +$107K ﹤0.01% 1302
2022
Q4 		$647K Sell
21,057
-258,412
-92% -$10.3M ﹤0.01% 1174
2022
Q3 		$12.3M Buy
279,469
+21,060
+8% +$1.01M 0.1% 223
2022
Q2 		$12.1M Buy
258,409
+86,406
+50% +$4.93M 0.1% 234
2022
Q1 		$11.2M Buy
172,003
+52,895
+44% +$3.61M 0.08% 260
2021
Q4 		$8.13M Buy
119,108
+96,847
+435% +$6.83M 0.06% 313
2021
Q3 		$1.53M Buy
22,261
+291
+1% +$19K 0.01% 735
2021
Q2 		$1.38M Buy
21,970
+1,706
+8% +$113K 0.01% 733
2021
Q1 		$1.26M Sell
20,264
-5,567
-22% -$308K 0.01% 702
2020
Q4 		$1.3M Buy
25,831
+3,513
+16% +$149K 0.01% 628
2020
Q3 		$699K Buy
22,318
+4,477
+25% +$160K 0.01% 741
2020
Q2 		$656K Buy
17,841
+4,458
+33% +$157K 0.01% 761
2020
Q1 		$352K Buy
13,383
+4,319
+48% +$205K 0.01% 829
2019
Q4 		$535K Buy
9,064
+515
+6% +$30.3K 0.01% 722
2019
Q3 		$516K Sell
8,549
-228
-3% -$13.6K 0.01% 607
2019
Q2 		$566K Buy
+8,777
New +$561K 0.02% 551

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

AE Wealth Management's LNC Position: Q2 2026 in Review

AE Wealth Management increased its Lincoln National (LNC) stake by 23% in Q2 2026, buying an estimated $161K and bringing the position to 23,711 shares worth $838K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

AE Wealth Management first reported a position in LNC in Q2 2019 and has held it in 29 quarters since. The position peaked at $12.3M in Q3 2022. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • AE Wealth Management held 23,711 shares of Lincoln National worth $838K as of Q2 2026.
  • AE Wealth Management bought 4,489 Lincoln National shares in Q2 2026, an estimated $161K.
  • Lincoln National made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #982 holding.
  • AE Wealth Management first reported a position in Lincoln National in Q2 2019 and has held it in 29 quarters since.
  • AE Wealth Management's Lincoln National position peaked at $12.3M in Q3 2022.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

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