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Blue Trust Inc’s Lincoln National LNC Stock Holding History

Blue Trust Inc’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 		$11.4K Hold
322
– – ﹤0.01% 1832
2026
Q1 		$11.4K Hold
322
– – ﹤0.01% 1802
2025
Q4 		$14.3K Sell
322
-10
-3% -$416 ﹤0.01% 1768
2025
Q3 		$13.4K Buy
332
+10
+3% +$387 ﹤0.01% 1784
2025
Q2 		$11.1K Hold
322
– – ﹤0.01% 1848
2025
Q1 		$11.6K Hold
322
– – ﹤0.01% 1836
2024
Q4 		$10.2K Sell
322
-752
-70% -$25.1K ﹤0.01% 1842
2024
Q3 		$33.4K Buy
1,074
+905
+536% +$28.2K ﹤0.01% 1739
2024
Q2 		$5.4K Hold
169
– – ﹤0.01% 2176
2024
Q1 		$5.4K Sell
169
-76
-31% -$2.1K ﹤0.01% 1624
2023
Q4 		$6K Sell
245
-195
-44% -$4.69K ﹤0.01% 1768
2023
Q3 		$11K Buy
440
+189
+75% +$4.94K ﹤0.01% 1385
2023
Q2 		$5K Sell
251
-267
-52% -$5.86K ﹤0.01% 1536
2023
Q1 		$16K Sell
518
-194
-27% -$5.77K ﹤0.01% 1450
2022
Q4 		$31K Buy
712
+408
+134% +$16.2K ﹤0.01% 1120
2022
Q3 		$14K Buy
304
+163
+116% +$7.85K ﹤0.01% 1226
2022
Q2 		$9K Buy
+141
New +$8.04K ﹤0.01% 1242

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

Blue Trust Inc's LNC Position: Q2 2026 in Review

Blue Trust Inc held its Lincoln National (LNC) position steady in Q2 2026 at 322 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Blue Trust Inc first reported a position in LNC in Q2 2022 and has held it in 17 quarters since. The position peaked at $33.4K in Q3 2024. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Blue Trust Inc held 322 shares of Lincoln National worth $11.4K as of Q2 2026.
  • Blue Trust Inc left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1832 holding.
  • Blue Trust Inc first reported a position in Lincoln National in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Lincoln National position peaked at $33.4K in Q3 2024.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.