Boyd Watterson Asset Management’s Lincoln National LNC Stock Holding History

Boyd Watterson 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	–	Sell	-850	Closed	-$30.2K	–	398
2026 Q1	$30.2K	Hold	850	–	–	0.01%	218
2025 Q4	$37.9K	Hold	850	–	–	0.01%	202
2025 Q3	$34.3K	Hold	850	–	–	0.01%	206
2025 Q2	$29.4K	Hold	850	–	–	0.01%	221
2025 Q1	$30.5K	Hold	850	–	–	0.01%	222
2024 Q4	$27K	Hold	850	–	–	0.01%	238
2024 Q3	$26.8K	Hold	850	–	–	0.01%	235
2024 Q2	$26.4K	Hold	850	–	–	0.01%	232
2024 Q1	$27.1K	Hold	850	–	–	0.01%	233
2023 Q4	$22.9K	Hold	850	–	–	0.01%	246
2023 Q3	$21K	Hold	850	–	–	0.01%	249
2023 Q2	$21.9K	Hold	850	–	–	0.01%	249
2023 Q1	$19.1K	Hold	850	–	–	0.01%	264
2022 Q4	$26.1K	Buy	+850	New	+$33.7K	0.01%	233

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

Boyd Watterson Asset Management's LNC Position: Q2 2026 in Review

Boyd Watterson Asset Management sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 850 shares — an estimated $30.2K sold.

Boyd Watterson Asset Management first reported a position in LNC in Q4 2022 and held it in 14 quarters. The position peaked at $37.9K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Boyd Watterson Asset Management reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
Boyd Watterson Asset Management sold 850 Lincoln National shares in Q2 2026, an estimated $30.2K.
Boyd Watterson Asset Management first reported a position in Lincoln National in Q4 2022 and held it in 14 quarters.
Boyd Watterson Asset Management's Lincoln National position peaked at $37.9K in Q4 2025.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.