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Basecamp Wealth Advisors’s Lincoln National LNC Stock Holding History

Basecamp Wealth Advisors’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
2026
Q2 		$8.7K Buy
246
+134
+120% +$4.82K ﹤0.01% 1043
2026
Q1 		$3.98K Hold
112
– – ﹤0.01% 1233
2025
Q4 		$4.99K Buy
+112
New +$4.67K ﹤0.01% 1149

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Basecamp Wealth Advisors's LNC Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Lincoln National (LNC) stake by 120% in Q2 2026, buying an estimated $4.82K and bringing the position to 246 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Basecamp Wealth Advisors first reported a position in LNC in Q4 2025 and has held it in 3 quarters since. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Basecamp Wealth Advisors held 246 shares of Lincoln National worth $8.7K as of Q2 2026.
  • Basecamp Wealth Advisors bought 134 Lincoln National shares in Q2 2026, an estimated $4.82K.
  • Lincoln National made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1043 holding.
  • Basecamp Wealth Advisors first reported a position in Lincoln National in Q4 2025 and has held it in 3 quarters since.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.