Clearstead Trust’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
$8.55K Buy
242
+3
+1% +$108 ﹤0.01% 659
2026
Q1
$8.48K Sell
239
-85
-26% -$3.27K ﹤0.01% 628
2025
Q4
$14.4K Sell
324
-66
-17% -$2.75K ﹤0.01% 506
2025
Q3
$15.7K Hold
390
﹤0.01% 492
2025
Q2
$13.5K Buy
390
+51
+15% +$1.67K ﹤0.01% 518
2025
Q1
$12.2K Buy
+339
New +$12K ﹤0.01% 432

Other funds holding LNC

Clearstead Trust's LNC Position: Q2 2026 in Review

Clearstead Trust increased its Lincoln National (LNC) stake by 1.3% in Q2 2026, buying an estimated $108 and bringing the position to 242 shares worth $8.55K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Clearstead Trust first reported a position in LNC in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.7K in Q3 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Clearstead Trust held 242 shares of Lincoln National worth $8.55K as of Q2 2026.
  • Clearstead Trust bought 3 Lincoln National shares in Q2 2026, an estimated $108.
  • Lincoln National made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #659 holding.
  • Clearstead Trust first reported a position in Lincoln National in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Lincoln National position peaked at $15.7K in Q3 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.