Carson Advisory’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
$285K Buy
8,050
+100
+1% +$3.6K 0.13% 155
2026
Q1
$282K Hold
7,950
– – 0.15% 142
2025
Q4
$354K Hold
7,950
– – 0.18% 110
2025
Q3
$321K Sell
7,950
-150
-2% -$5.8K 0.17% 120
2025
Q2
$280K Buy
8,100
+100
+1% +$3.27K 0.18% 124
2025
Q1
$287K Sell
8,000
-700
-8% -$24.8K 0.19% 121
2024
Q4
$276K Buy
+8,700
New +$290K 0.19% 127

Other funds holding LNC

Carson Advisory's LNC Position: Q2 2026 in Review

Carson Advisory increased its Lincoln National (LNC) stake by 1.3% in Q2 2026, buying an estimated $3.6K and bringing the position to 8,050 shares worth $285K. The position accounts for 0.13% of the portfolio, ranked #155.

Carson Advisory first reported a position in LNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $354K in Q4 2025. 620 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Carson Advisory held 8,050 shares of Lincoln National worth $285K as of Q2 2026.
  • Carson Advisory bought 100 Lincoln National shares in Q2 2026, an estimated $3.6K.
  • Lincoln National made up 0.13% of Carson Advisory's portfolio in Q2 2026, its #155 holding.
  • Carson Advisory first reported a position in Lincoln National in Q4 2024 and has held it in 7 quarters since.
  • Carson Advisory's Lincoln National position peaked at $354K in Q4 2025.
  • 620 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.