Axxcess Wealth 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
Q2
$341K Buy
+9,656
New +$347K 0.01% 824
2024
Q1
Sell
-9,900
Closed -$267K 904
2023
Q4
$267K Buy
+9,900
New +$238K 0.01% 682

Other funds holding LNC

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

Axxcess Wealth Management opened a new position in Lincoln National (LNC) in Q2 2026: 9,656 shares worth $341K. The stake represents 0.01% of the portfolio and ranks #824 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in LNC as recently as Q4 2023.

Axxcess Wealth Management first reported a position in LNC in Q4 2023 and has held it in 2 quarters since. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Axxcess Wealth Management held 9,656 shares of Lincoln National worth $341K as of Q2 2026.
  • Lincoln National was a new Axxcess Wealth Management position in Q2 2026.
  • Lincoln National made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #824 holding.
  • Axxcess Wealth Management first reported a position in Lincoln National in Q4 2023 and has held it in 2 quarters since.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.