CMA
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Cedar Mountain Advisors’s Lincoln National LNC Stock Holding History

Cedar Mountain Advisors’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 		$16.9K Hold
479
– – ﹤0.01% 379
2026
Q1 		$17K Buy
+479
New +$18.4K ﹤0.01% 338

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 $3.37T AUM 44.26% 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

Cedar Mountain Advisors's LNC Position: Q2 2026 in Review

Cedar Mountain Advisors held its Lincoln National (LNC) position steady in Q2 2026 at 479 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Cedar Mountain Advisors first reported a position in LNC in Q1 2026 and has held it in 2 quarters since. The position peaked at $17K in Q1 2026. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Cedar Mountain Advisors held 479 shares of Lincoln National worth $16.9K as of Q2 2026.
  • Cedar Mountain Advisors left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #379 holding.
  • Cedar Mountain Advisors first reported a position in Lincoln National in Q1 2026 and has held it in 2 quarters since.
  • Cedar Mountain Advisors's Lincoln National position peaked at $17K in Q1 2026.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.