Avion Wealth’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
Q2
$1K Buy
35
+14
+67% +$503 ﹤0.01% 1279
2026
Q1
$0 Hold
21
﹤0.01% 1447
2025
Q4
$0 Sell
21
-16
-43% -$666 ﹤0.01% 1440
2025
Q3
$1K Hold
37
﹤0.01% 1044
2025
Q2
$1K Buy
37
+7
+23% +$229 ﹤0.01% 1003
2025
Q1
$0 Buy
+30
New +$1.06K ﹤0.01% 1219
2024
Q4
Sell
-21
Closed 1168
2024
Q3
$0 Hold
21
﹤0.01% 1200
2024
Q2
$0 Hold
21
﹤0.01% 1123
2024
Q1
$1K Hold
21
﹤0.01% 997
2023
Q4
$1K Buy
+21
New +$505 ﹤0.01% 858

Other funds holding LNC

Avion Wealth's LNC Position: Q2 2026 in Review

Avion Wealth increased its Lincoln National (LNC) stake by 67% in Q2 2026, buying an estimated $503 and bringing the position to 35 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Avion Wealth first reported a position in LNC in Q4 2023 and has held it in 10 quarters since. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Avion Wealth held 35 shares of Lincoln National worth $1K as of Q2 2026.
  • Avion Wealth bought 14 Lincoln National shares in Q2 2026, an estimated $503.
  • Lincoln National made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1279 holding.
  • Avion Wealth first reported a position in Lincoln National in Q4 2023 and has held it in 10 quarters since.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.