Bartlett & Co 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 | $106K | Hold |
3,000
| – | – | ﹤0.01% | 621 |
|
|
2026
Q1 | $111K | Sell |
3,000
-1,000
| -25% | -$38.4K | ﹤0.01% | 556 |
|
|
2025
Q4 | $178K | Hold |
4,000
| – | – | ﹤0.01% | 467 |
|
|
2025
Q3 | $161K | Hold |
4,000
| – | – | ﹤0.01% | 477 |
|
|
2025
Q2 | $138K | Hold |
4,000
| – | – | ﹤0.01% | 488 |
|
|
2025
Q1 | $144K | Hold |
4,000
| – | – | ﹤0.01% | 485 |
|
|
2024
Q4 | $127K | Hold |
4,000
| – | – | ﹤0.01% | 510 |
|
|
2024
Q3 | $126K | Sell |
4,000
-115
| -3% | -$3.58K | ﹤0.01% | 512 |
|
|
2024
Q2 | $128K | Buy |
4,115
+1,000
| +32% | +$30.3K | ﹤0.01% | 504 |
|
|
2024
Q1 | $99.5K | Buy |
3,115
+2,200
| +240% | +$60.8K | ﹤0.01% | 556 |
|
|
2023
Q4 | $25K | Sell |
915
-70
| -7% | -$1.68K | ﹤0.01% | 838 |
|
|
2023
Q3 | $24.3K | Hold |
985
| – | – | ﹤0.01% | 779 |
|
|
2023
Q2 | $25.4K | Sell |
985
-700
| -42% | -$15.4K | ﹤0.01% | 777 |
|
|
2023
Q1 | $37.9K | Sell |
1,685
-210
| -11% | -$6.24K | ﹤0.01% | 608 |
|
|
2022
Q4 | $58.2K | Hold |
1,895
| – | – | ﹤0.01% | 559 |
|
|
2022
Q3 | $83.2K | Hold |
1,895
| – | – | ﹤0.01% | 481 |
|
|
2022
Q2 | $88.6K | Sell |
1,895
-70
| -4% | -$3.99K | ﹤0.01% | 479 |
|
|
2022
Q1 | $128K | Buy |
+1,965
| New | +$134K | ﹤0.01% | 442 |
|
|
2021
Q4 | – | Sell |
-2,022
| Closed | -$139K | – | 675 |
|
|
2021
Q3 | $139K | Hold |
2,022
| – | – | ﹤0.01% | 369 |
|
|
2021
Q2 | $127K | Hold |
2,022
| – | – | ﹤0.01% | 379 |
|
|
2021
Q1 | $126K | Hold |
2,022
| – | – | ﹤0.01% | 385 |
|
|
2020
Q4 | $102K | Sell |
2,022
-300
| -13% | -$12.8K | ﹤0.01% | 407 |
|
|
2020
Q3 | $72.7K | Hold |
2,322
| – | – | ﹤0.01% | 431 |
|
|
2020
Q2 | $85.4K | Sell |
2,322
-150
| -6% | -$5.28K | ﹤0.01% | 403 |
|
|
2020
Q1 | $65.1K | Sell |
2,472
-1,445
| -37% | -$68.6K | ﹤0.01% | 419 |
|
|
2019
Q4 | $231K | Buy |
3,917
+360
| +10% | +$21.2K | 0.01% | 320 |
|
|
2019
Q3 | $215K | Sell |
3,557
-60
| -2% | -$3.59K | 0.01% | 322 |
|
|
2019
Q2 | $233K | Sell |
3,617
-2,425
| -40% | -$155K | 0.01% | 247 |
|
|
2019
Q1 | $355K | Sell |
6,042
-1,443
| -19% | -$85.5K | 0.01% | 219 |
|
|
2018
Q4 | $384K | Sell |
7,485
-4,700
| -39% | -$286K | 0.02% | 212 |
|
|
2018
Q3 | $824K | Sell |
12,185
-208
| -2% | -$13.7K | 0.03% | 181 |
|
|
2018
Q2 | $771K | Buy |
12,393
+737
| +6% | +$50.4K | 0.03% | 178 |
|
|
2018
Q1 | $852K | Buy |
+11,656
| New | +$914K | 0.04% | 170 |
|
Other funds holding LNC
BCP
Bartlett & Co Wealth Management's LNC Position: Q2 2026 in Review
Bartlett & Co Wealth Management held its Lincoln National (LNC) position steady in Q2 2026 at 3,000 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #621.
Bartlett & Co Wealth Management first reported a position in LNC in Q1 2018 and has held it in 33 quarters since. The position peaked at $852K in Q1 2018. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.
- Bartlett & Co Wealth Management held 3,000 shares of Lincoln National worth $106K as of Q2 2026.
- Bartlett & Co Wealth Management left its Lincoln National share count unchanged in Q2 2026.
- Lincoln National made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #621 holding.
- Bartlett & Co Wealth Management first reported a position in Lincoln National in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Lincoln National position peaked at $852K in Q1 2018.
- 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.