BOS Asset Management’s Lincoln National LNC Stock Holding History

BOS Asset 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	$435K	Sell	12,297 -46	-0.4%	-$1.65K	0.1%	135
2026 Q1	$438K	Sell	12,343 -175	-1%	-$6.72K	0.11%	137
2025 Q4	$557K	Buy	12,518 +25	+0.2%	+$1.04K	0.15%	108
2025 Q3	$504K	Buy	12,493 +78	+0.6%	+$3.02K	0.14%	116
2025 Q2	$430K	Buy	12,415 +1,872	+18%	+$61.2K	0.14%	111
2025 Q1	$379K	Buy	10,543 +12	+0.1%	+$426	0.13%	113
2024 Q4	$334K	Sell	10,531 -30	-0.3%	-$1K	0.12%	116
2024 Q3	$333K	Buy	10,561 +973	+10%	+$30.3K	0.12%	111
2024 Q2	$298K	Sell	9,588 -20	-0.2%	-$605	0.14%	113
2024 Q1	$307K	Buy	9,608 +720	+8%	+$19.9K	0.16%	103
2023 Q4	$240K	Buy	+8,888	New	+$214K	0.16%	132

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

BOS Asset Management's LNC Position: Q2 2026 in Review

BOS Asset Management reduced its Lincoln National (LNC) stake by 0.37% in Q2 2026, selling an estimated $1.65K and leaving 12,297 shares worth $435K. The position accounts for 0.1% of the portfolio, ranked #135.

BOS Asset Management first reported a position in LNC in Q4 2023 and has held it in 11 quarters since. The position peaked at $557K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

BOS Asset Management held 12,297 shares of Lincoln National worth $435K as of Q2 2026.
BOS Asset Management sold 46 Lincoln National shares in Q2 2026, an estimated $1.65K.
Lincoln National made up 0.1% of BOS Asset Management's portfolio in Q2 2026, its #135 holding.
BOS Asset Management first reported a position in Lincoln National in Q4 2023 and has held it in 11 quarters since.
BOS Asset Management's Lincoln National position peaked at $557K in Q4 2025.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.