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Bogart Wealth LLC’s Lincoln National LNC Stock Holding History

Bogart Wealth LLC’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 		$6.29K Buy
178
+148
+493% +$5.32K ﹤0.01% 1141
2026
Q1 		$1.06K Buy
+30
New +$1.15K ﹤0.01% 1430
2025
Q4 		– Sell
-14
Closed -$565 – 1643
2025
Q3 		$565 Buy
+14
New +$541 ﹤0.01% 1383
2022
Q1 		– Sell
-67
Closed -$5K – 817
2021
Q4 		$5K Buy
+67
New +$4.73K ﹤0.01% 553
2020
Q3 		– Sell
-47
Closed -$2K – 467
2020
Q2 		$2K Hold
47
– – ﹤0.01% 393
2020
Q1 		$1K Buy
+47
New +$2.23K ﹤0.01% 399

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's LNC Position: Q2 2026 in Review

Bogart Wealth LLC increased its Lincoln National (LNC) stake by 493% in Q2 2026, buying an estimated $5.32K and bringing the position to 178 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Bogart Wealth LLC first reported a position in LNC in Q1 2020 and has held it in 6 quarters since. 620 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Bogart Wealth LLC held 178 shares of Lincoln National worth $6.29K as of Q2 2026.
  • Bogart Wealth LLC bought 148 Lincoln National shares in Q2 2026, an estimated $5.32K.
  • Lincoln National made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1141 holding.
  • Bogart Wealth LLC first reported a position in Lincoln National in Q1 2020 and has held it in 6 quarters since.
  • 620 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.