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Atlas Capital Advisors’s Lincoln National LNC Stock Holding History

Atlas Capital 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 		$38.8K Hold
1,098
– – ﹤0.01% 772
2026
Q1 		$39K Sell
1,098
-1,849
-63% -$71K ﹤0.01% 686
2025
Q4 		$131K Buy
+2,947
New +$123K 0.01% 490
2025
Q2 		$44.1K Sell
1,275
-18,430
-94% -$603K 0.01% 639
2025
Q1 		$708K Buy
19,705
+19,234
+4,084% +$682K 0.09% 193
2024
Q4 		$14.9K Sell
471
-1,486
-76% -$49.5K ﹤0.01% 745
2024
Q3 		$61.7K Sell
1,957
-9,446
-83% -$294K 0.01% 553
2024
Q2 		$355K Buy
+11,403
New +$345K 0.05% 294
2023
Q1 		– Sell
-16
Closed -$491 – 938
2022
Q4 		$491 Hold
16
– – ﹤0.01% 873
2022
Q3 		$702 Hold
16
– – ﹤0.01% 872
2022
Q2 		$748 Sell
16
-2,212
-99% -$126K ﹤0.01% 938
2022
Q1 		$146K Sell
2,228
-90
-4% -$6.15K 0.02% 412
2021
Q4 		$158K Buy
2,318
+192
+9% +$13.5K 0.02% 392
2021
Q3 		$146K Buy
2,126
+2,110
+13,188% +$138K 0.02% 393
2021
Q2 		$1K Buy
+16
New +$1.06K ﹤0.01% 901
2019
Q3 		– Sell
-128
Closed -$8.25K – 673
2019
Q2 		$8.25K Buy
+128
New +$8.18K ﹤0.01% 604

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

Atlas Capital Advisors's LNC Position: Q2 2026 in Review

Atlas Capital Advisors held its Lincoln National (LNC) position steady in Q2 2026 at 1,098 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Atlas Capital Advisors first reported a position in LNC in Q2 2019 and has held it in 16 quarters since. The position peaked at $708K in Q1 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Atlas Capital Advisors held 1,098 shares of Lincoln National worth $38.8K as of Q2 2026.
  • Atlas Capital Advisors left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #772 holding.
  • Atlas Capital Advisors first reported a position in Lincoln National in Q2 2019 and has held it in 16 quarters since.
  • Atlas Capital Advisors's Lincoln National position peaked at $708K in Q1 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.