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	–	7934
2025 Q3	$1.5M	Buy	+37,100	New	+$1.43M	﹤0.01%	5055
2019 Q2	–	Sell	-25,100	Closed	-$1.47M	–	7313
2019 Q1	$1.47M	Hold	25,100	–	–	﹤0.01%	4228
2018 Q4	$1.29M	Buy	+25,100	New	+$1.53M	﹤0.01%	4215
2017 Q3	–	Sell	-100	Closed	-$7K	–	7170
2017 Q2	$7K	Hold	100	–	–	﹤0.01%	6517
2017 Q1	$7K	Buy	+100	New	+$6.84K	﹤0.01%	6614
2016 Q2	–	Sell	-32,700	Closed	-$1.28M	–	7259
2016 Q1	$1.28M	Buy	+32,700	New	+$1.28M	﹤0.01%	3921
2014 Q2	–	Sell	-16,400	Closed	-$831K	–	8128
2014 Q1	$831K	Buy	+16,400	New	+$824K	﹤0.01%	4095
2013 Q4	–	Sell	-279,500	Closed	-$11.7M	–	8023
2013 Q3	$11.7M	Buy	279,500 +39,700	+17%	+$1.68M	﹤0.01%	1648
2013 Q2	$8.75M	Buy	+239,800	New	+$8.18M	﹤0.01%	1827

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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.