Capital Asset Advisory Services’s Lincoln National LNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$469K Buy
+13,271
New +$477K 0.02% 212
2021
Q1
Sell
-157
Closed -$8K 1131
2020
Q4
$8K Buy
+157
New +$6.67K ﹤0.01% 1158

Other funds holding LNC

Capital Asset Advisory Services's LNC Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in Lincoln National (LNC) in Q2 2026: 13,271 shares worth $469K. The stake represents 0.02% of the portfolio and ranks #212 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in LNC as recently as Q4 2020.

Capital Asset Advisory Services first reported a position in LNC in Q4 2020 and has held it in 2 quarters since. 616 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Capital Asset Advisory Services held 13,271 shares of Lincoln National worth $469K as of Q2 2026.
  • Lincoln National was a new Capital Asset Advisory Services position in Q2 2026.
  • Lincoln National made up 0.02% of Capital Asset Advisory Services's portfolio in Q2 2026, its #212 holding.
  • Capital Asset Advisory Services first reported a position in Lincoln National in Q4 2020 and has held it in 2 quarters since.
  • 616 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.