Bank of America
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Bank of America’s Lincoln National LNC Stock Holding History

Bank of America’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
2025
Q4 		– Sell
-37,100
Closed -$1.5M – 7933
2025
Q3 		$1.5M Buy
+37,100
New +$1.43M ﹤0.01% 5054
2022
Q4 		– Sell
-100
Closed -$4K – 8338
2022
Q3 		$4K Sell
100
-200
-67% -$9.63K ﹤0.01% 7437
2022
Q2 		$14K Buy
+300
New +$17.1K ﹤0.01% 7294
2020
Q2 		– Sell
-100
Closed -$3K – 6983
2020
Q1 		$3K Buy
+100
New +$4.75K ﹤0.01% 6574
2019
Q2 		– Sell
-63,600
Closed -$3.73M – 7312
2019
Q1 		$3.73M Buy
63,600
+41,100
+183% +$2.43M ﹤0.01% 3449
2018
Q4 		$1.15M Buy
+22,500
New +$1.37M ﹤0.01% 4289
2017
Q3 		– Sell
-154,300
Closed -$10.4M – 7169
2017
Q2 		$10.4M Hold
154,300
– – ﹤0.01% 2329
2017
Q1 		$10.1M Buy
+154,300
New +$10.6M ﹤0.01% 2367
2016
Q3 		– Sell
-1,000
Closed -$39K – 7245
2016
Q2 		$39K Buy
+1,000
New +$42.4K ﹤0.01% 5937
2015
Q4 		– Sell
-8,100
Closed -$384K – 7381
2015
Q3 		$384K Buy
+8,100
New +$434K ﹤0.01% 4980
2015
Q2 		– Sell
-24,400
Closed -$1.4M – 7349
2015
Q1 		$1.4M Buy
24,400
+12,100
+98% +$676K ﹤0.01% 3521
2014
Q4 		$709K Buy
12,300
+1,400
+13% +$76.2K ﹤0.01% 4324
2014
Q3 		$584K Buy
+10,900
New +$580K ﹤0.01% 4444
2013
Q4 		– Sell
-209,400
Closed -$8.79M – 8022
2013
Q3 		$8.79M Buy
209,400
+40,200
+24% +$1.7M ﹤0.01% 1897
2013
Q2 		$6.17M Buy
+169,200
New +$5.77M ﹤0.01% 2112

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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 $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America's LNC Position: Q1 2026 in Review

Bank of America increased its Lincoln National (LNC) stake by 4.7% in Q1 2026, buying an estimated $2.47M and bringing the position to 1,428,845 shares worth $50.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Bank of America first reported a position in LNC in Q2 2013 and has held it in 52 quarters since. The position peaked at $122M in Q3 2014. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Bank of America held 1,428,845 shares of Lincoln National worth $50.7M as of Q1 2026.
  • Bank of America bought 64,403 Lincoln National shares in Q1 2026, an estimated $2.47M.
  • Lincoln National made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1588 holding.
  • Bank of America first reported a position in Lincoln National in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Lincoln National position peaked at $122M in Q3 2014.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.