Concorde Asset Management’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
Q1
$293K Buy
+8,265
New +$318K 0.14% 140
2024
Q2
Sell
-8,265
Closed -$264K 171
2024
Q1
$264K Sell
8,265
-313
-4% -$8.64K 0.18% 108
2023
Q4
$231K Buy
+8,578
New +$206K 0.16% 136
2021
Q2
Sell
-3,282
Closed -$204K 217
2021
Q1
$204K Buy
+3,282
New +$181K 0.12% 203
2016
Q1
Sell
-4,455
Closed -$224K 132
2015
Q4
$224K Buy
4,455
+74
+2% +$3.87K 0.25% 98
2015
Q3
$208K Sell
4,381
-221
-5% -$11.8K 0.35% 84
2015
Q2
$273K Buy
+4,602
New +$269K 0.35% 76

Other funds holding LNC

Concorde Asset Management's LNC Position: Q1 2026 in Review

Concorde Asset Management opened a new position in Lincoln National (LNC) in Q1 2026: 8,265 shares worth $293K. The stake represents 0.14% of the portfolio and ranks #140 among its holdings. This is a return to the name: Concorde Asset Management previously reported a position in LNC as recently as Q1 2024.

Concorde Asset Management first reported a position in LNC in Q2 2015 and has held it in 7 quarters since. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Concorde Asset Management held 8,265 shares of Lincoln National worth $293K as of Q1 2026.
  • Lincoln National was a new Concorde Asset Management position in Q1 2026.
  • Lincoln National made up 0.14% of Concorde Asset Management's portfolio in Q1 2026, its #140 holding.
  • Concorde Asset Management first reported a position in Lincoln National in Q2 2015 and has held it in 7 quarters since.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.