Charles Schwab’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 | $77.5M | Buy |
2,193,476
+57,662
| +3% | +$2.07M | 0.01% | 938 |
|
|
2026
Q1 | $75.8M | Buy |
2,135,814
+57,830
| +3% | +$2.22M | 0.01% | 888 |
|
|
2025
Q4 | $92.5M | Buy |
2,077,984
+10,768
| +0.5% | +$448K | 0.01% | 763 |
|
|
2025
Q3 | $83.4M | Buy |
2,067,216
+8,014
| +0.4% | +$310K | 0.01% | 813 |
|
|
2025
Q2 | $71.2M | Buy |
2,059,202
+27,291
| +1% | +$893K | 0.01% | 866 |
|
|
2025
Q1 | $73M | Sell |
2,031,911
-54,630
| -3% | -$1.94M | 0.01% | 820 |
|
|
2024
Q4 | $66.2M | Sell |
2,086,541
-37,379
| -2% | -$1.25M | 0.01% | 915 |
|
|
2024
Q3 | $66.9M | Sell |
2,123,920
-7,659
| -0.4% | -$239K | 0.01% | 901 |
|
|
2024
Q2 | $66.3M | Sell |
2,131,579
-12,357
| -0.6% | -$374K | 0.01% | 861 |
|
|
2024
Q1 | $68.5M | Buy |
2,143,936
+75,514
| +4% | +$2.09M | 0.02% | 814 |
|
|
2023
Q4 | $55.8M | Buy |
2,068,422
+107,769
| +5% | +$2.59M | 0.01% | 893 |
|
|
2023
Q3 | $48.4M | Buy |
1,960,653
+412,312
| +27% | +$10.8M | 0.01% | 889 |
|
|
2023
Q2 | $39.9M | Buy |
1,548,341
+98,026
| +7% | +$2.15M | 0.01% | 1017 |
|
|
2023
Q1 | $32.6M | Buy |
1,450,315
+59,192
| +4% | +$1.76M | 0.01% | 1128 |
|
|
2022
Q4 | $42.7M | Buy |
1,391,123
+70,880
| +5% | +$2.81M | 0.01% | 918 |
|
|
2022
Q3 | $58M | Sell |
1,320,243
-4,823
| -0.4% | -$232K | 0.02% | 674 |
|
|
2022
Q2 | $62M | Sell |
1,325,066
-14,518
| -1% | -$828K | 0.02% | 644 |
|
|
2022
Q1 | $87.6M | Buy |
1,339,584
+16,180
| +1% | +$1.11M | 0.03% | 571 |
|
|
2021
Q4 | $90.3M | Sell |
1,323,404
-17,864
| -1% | -$1.26M | 0.03% | 574 |
|
|
2021
Q3 | $92.2M | Sell |
1,341,268
-2,734
| -0.2% | -$179K | 0.03% | 530 |
|
|
2021
Q2 | $84.5M | Buy |
1,344,002
+11,420
| +0.9% | +$754K | 0.03% | 580 |
|
|
2021
Q1 | $83M | Sell |
1,332,582
-73,629
| -5% | -$4.07M | 0.03% | 552 |
|
|
2020
Q4 | $70.7M | Buy |
1,406,211
+20,862
| +2% | +$887K | 0.03% | 583 |
|
|
2020
Q3 | $43.4M | Buy |
1,385,349
+318,156
| +30% | +$11.4M | 0.02% | 730 |
|
|
2020
Q2 | $39.3M | Buy |
1,067,193
+63,887
| +6% | +$2.25M | 0.02% | 727 |
|
|
2020
Q1 | $26.4M | Buy |
1,003,306
+38,354
| +4% | +$1.82M | 0.02% | 817 |
|
|
2019
Q4 | $56.9M | Buy |
964,952
+12,428
| +1% | +$732K | 0.03% | 552 |
|
|
2019
Q3 | $57.5M | Buy |
952,524
+3,112
| +0.3% | +$186K | 0.03% | 507 |
|
|
2019
Q2 | $61.2M | Buy |
949,412
+19,794
| +2% | +$1.26M | 0.04% | 478 |
|
|
2019
Q1 | $54.6M | Sell |
929,618
-871
| -0.1% | -$51.6K | 0.04% | 506 |
|
|
2018
Q4 | $47.7M | Buy |
930,489
+15,785
| +2% | +$960K | 0.04% | 471 |
|
|
2018
Q3 | $61.9M | Buy |
914,704
+34,711
| +4% | +$2.29M | 0.04% | 426 |
|
|
2018
Q2 | $54.8M | Buy |
879,993
+28,734
| +3% | +$1.97M | 0.04% | 457 |
|
|
2018
Q1 | $62.2M | Buy |
851,259
+49,459
| +6% | +$3.88M | 0.05% | 372 |
|
|
2017
Q4 | $61.6M | Buy |
801,800
+26,494
| +3% | +$2M | 0.05% | 355 |
|
|
2017
Q3 | $57M | Sell |
775,306
-2,196
| -0.3% | -$155K | 0.05% | 358 |
|
|
2017
Q2 | $52.5M | Buy |
777,502
+23,278
| +3% | +$1.54M | 0.05% | 375 |
|
|
2017
Q1 | $49.4M | Buy |
754,224
+28,283
| +4% | +$1.93M | 0.05% | 368 |
|
|
2016
Q4 | $48.1M | Buy |
725,941
+27,677
| +4% | +$1.61M | 0.05% | 343 |
|
|
2016
Q3 | $32.8M | Buy |
698,264
+4,056
| +0.6% | +$182K | 0.04% | 478 |
|
|
2016
Q2 | $26.9M | Buy |
694,208
+24,375
| +4% | +$1.03M | 0.03% | 512 |
|
|
2016
Q1 | $26.3M | Buy |
669,833
+11,947
| +2% | +$467K | 0.03% | 506 |
|
|
2015
Q4 | $33.1M | Buy |
657,886
+22,381
| +4% | +$1.17M | 0.04% | 398 |
|
|
2015
Q3 | $30.2M | Buy |
635,505
+1,432
| +0.2% | +$76.8K | 0.04% | 392 |
|
|
2015
Q2 | $37.5M | Buy |
634,073
+8,874
| +1% | +$520K | 0.05% | 360 |
|
|
2015
Q1 | $35.9M | Buy |
625,199
+16,410
| +3% | +$917K | 0.05% | 360 |
|
|
2014
Q4 | $35.1M | Buy |
608,789
+22,190
| +4% | +$1.21M | 0.05% | 349 |
|
|
2014
Q3 | $31.4M | Buy |
586,599
+3,478
| +0.6% | +$185K | 0.05% | 354 |
|
|
2014
Q2 | $30M | Buy |
583,121
+8,300
| +1% | +$410K | 0.05% | 365 |
|
|
2014
Q1 | $29.1M | Buy |
574,821
+13,627
| +2% | +$685K | 0.05% | 353 |
|
|
2013
Q4 | $29M | Buy |
561,194
+3,739
| +0.7% | +$179K | 0.06% | 330 |
|
|
2013
Q3 | $23.8M | Sell |
557,455
-404
| -0.1% | -$17.1K | 0.05% | 366 |
|
|
2013
Q2 | $20.8M | Buy |
+557,859
| New | +$19M | 0.05% | 368 |
|
Other funds holding LNC
BCP
Charles Schwab's LNC Position: Q2 2026 in Review
Charles Schwab increased its Lincoln National (LNC) stake by 2.7% in Q2 2026, buying an estimated $2.07M and bringing the position to 2,193,476 shares worth $77.5M. The position accounts for 0.01% of the portfolio, ranked #938.
Charles Schwab first reported a position in LNC in Q2 2013 and has held it in 53 quarters since. The position peaked at $92.5M in Q4 2025. 615 funds tracked by Wall St. Rank hold LNC as of Q2 2026.
- Charles Schwab held 2,193,476 shares of Lincoln National worth $77.5M as of Q2 2026.
- Charles Schwab bought 57,662 Lincoln National shares in Q2 2026, an estimated $2.07M.
- Lincoln National made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #938 holding.
- Charles Schwab first reported a position in Lincoln National in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's Lincoln National position peaked at $92.5M in Q4 2025.
- 615 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.