BWM
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BlackDiamond Wealth Management’s Lincoln National LNC Stock Holding History

BlackDiamond Wealth Management’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
Q1 		$448K Sell
12,608
-222
-2% -$8.53K 0.22% 101
2025
Q4 		$509K Sell
12,830
-136
-1% -$5.66K 0.25% 88
2025
Q3 		$523K Sell
12,966
-554
-4% -$21.4K 0.29% 71
2025
Q2 		$471K Sell
13,520
-221
-2% -$7.23K 0.27% 68
2025
Q1 		$458K Sell
13,741
-2,167
-14% -$76.9K 0.31% 61
2024
Q4 		$504K Sell
15,908
-350
-2% -$11.7K 0.29% 76
2024
Q3 		$588K Sell
16,258
-373
-2% -$11.6K 0.36% 65
2024
Q2 		$485K Sell
16,631
-1,658
-9% -$50.2K 0.32% 75
2024
Q1 		$584K Sell
18,289
-129
-0.7% -$3.56K 0.42% 62
2023
Q4 		$490K Sell
18,418
-1,805
-9% -$43.4K 0.36% 67
2023
Q3 		$433K Buy
20,223
+7,666
+61% +$200K 0.39% 61
2023
Q2 		$344K Sell
12,557
-1,601
-11% -$35.1K 0.29% 82
2023
Q1 		$290K Buy
14,158
+7,774
+122% +$231K 0.3% 78
2022
Q4 		$201K Sell
6,384
-1,448
-18% -$57.5K 0.23% 110
2022
Q3 		$413K Sell
7,832
-37
-0.5% -$1.78K 0.5% 50
2022
Q2 		$397K Buy
7,869
+46
+0.6% +$2.62K 0.49% 62
2022
Q1 		$511K Buy
7,823
+5
+0.1% +$342 0.61% 47
2021
Q4 		$534K Buy
+7,818
New +$552K 0.61% 49

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackDiamond Wealth Management's LNC Position: Q1 2026 in Review

BlackDiamond Wealth Management reduced its Lincoln National (LNC) stake by 1.7% in Q1 2026, selling an estimated $8.53K and leaving 12,608 shares worth $448K. The position accounts for 0.22% of the portfolio, ranked #101.

BlackDiamond Wealth Management first reported a position in LNC in Q4 2021 and has held it in 18 quarters since. The position peaked at $588K in Q3 2024. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • BlackDiamond Wealth Management held 12,608 shares of Lincoln National worth $448K as of Q1 2026.
  • BlackDiamond Wealth Management sold 222 Lincoln National shares in Q1 2026, an estimated $8.53K.
  • Lincoln National made up 0.22% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #101 holding.
  • BlackDiamond Wealth Management first reported a position in Lincoln National in Q4 2021 and has held it in 18 quarters since.
  • BlackDiamond Wealth Management's Lincoln National position peaked at $588K in Q3 2024.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.