Blue Bell Private Wealth Management’s Lincoln National LNC Stock Holding History

Blue Bell Private 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 Q2	$49.8K	Sell	1,410 -50	-3%	-$1.8K	0.01%	424
2026 Q1	$51.8K	Hold	1,460	–	–	0.01%	411
2025 Q4	$65K	Sell	1,460 -150	-9%	-$6.25K	0.01%	379
2025 Q3	$64.9K	Hold	1,610	–	–	0.01%	369
2025 Q2	$55.7K	Hold	1,610	–	–	0.01%	377
2025 Q1	$57.8K	Hold	1,610	–	–	0.01%	362
2024 Q4	$51.1K	Hold	1,610	–	–	0.01%	353
2024 Q3	$50.7K	Hold	1,610	–	–	0.01%	361
2024 Q2	$50.1K	Hold	1,610	–	–	0.01%	354
2024 Q1	$51.4K	Hold	1,610	–	–	0.01%	351
2023 Q4	$43.4K	Hold	1,610	–	–	0.01%	343
2023 Q3	$39.8K	Hold	1,610	–	–	0.01%	285
2023 Q2	$41.5K	Sell	1,610 -700	-30%	-$15.4K	0.01%	276
2023 Q1	$51.9K	Hold	2,310	–	–	0.02%	224
2022 Q4	$71K	Hold	2,310	–	–	0.02%	192
2022 Q3	$101K	Hold	2,310	–	–	0.04%	152
2022 Q2	$108K	Hold	2,310	–	–	0.04%	151
2022 Q1	$151K	Hold	2,310	–	–	0.04%	128
2021 Q4	$158K	Buy	+2,310	New	+$163K	0.04%	118
2016 Q4	–	Sell	-2,610	Closed	-$123K	–	342
2016 Q3	$123K	Hold	2,610	–	–	0.07%	125
2016 Q2	$102K	Hold	2,610	–	–	0.07%	134
2016 Q1	$102K	Hold	2,610	–	–	0.07%	145
2015 Q4	$131K	Hold	2,610	–	–	0.09%	126
2015 Q3	$124K	Hold	2,610	–	–	0.09%	128
2015 Q2	$155K	Hold	2,610	–	–	0.09%	114
2015 Q1	$149K	Hold	2,610	–	–	0.09%	117
2014 Q4	$150K	Hold	2,610	–	–	0.09%	120
2014 Q3	$140K	Hold	2,610	–	–	0.08%	129
2014 Q2	$134K	Hold	2,610	–	–	0.08%	128
2014 Q1	$132K	Hold	2,610	–	–	0.09%	107
2013 Q4	$135K	Buy	+2,610	New	+$125K	0.1%	105

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 $999B AUM 46.22% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blue Bell Private Wealth Management's LNC Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Lincoln National (LNC) stake by 3.4% in Q2 2026, selling an estimated $1.8K and leaving 1,410 shares worth $49.8K. The position accounts for 0.01% of the portfolio, ranked #424.

Blue Bell Private Wealth Management first reported a position in LNC in Q4 2013 and has held it in 31 quarters since. The position peaked at $158K in Q4 2021. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Blue Bell Private Wealth Management held 1,410 shares of Lincoln National worth $49.8K as of Q2 2026.
Blue Bell Private Wealth Management sold 50 Lincoln National shares in Q2 2026, an estimated $1.8K.
Lincoln National made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #424 holding.
Blue Bell Private Wealth Management first reported a position in Lincoln National in Q4 2013 and has held it in 31 quarters since.
Blue Bell Private Wealth Management's Lincoln National position peaked at $158K in Q4 2021.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.