Concorde Asset Management’s Lincoln National LNC Stock Holding History

Concorde Asset Management’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 Q3	$329K	Hold	8,165	–	–	0.2%	95
2026 Q2	$289K	Sell	8,165 -100	-1%	-$3.6K	0.17%	108
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Concorde Asset Management's LNC Position: Q3 2026 in Review

Concorde Asset Management held its Lincoln National (LNC) position steady in Q3 2026 at 8,165 shares worth $329K. The position accounts for 0.2% of the portfolio, ranked #95.

Concorde Asset Management first reported a position in LNC in Q2 2015 and has held it in 9 quarters since. 508 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

Concorde Asset Management held 8,165 shares of Lincoln National worth $329K as of Q3 2026.
Concorde Asset Management left its Lincoln National share count unchanged in Q3 2026.
Lincoln National made up 0.2% of Concorde Asset Management's portfolio in Q3 2026, its #95 holding.
Concorde Asset Management first reported a position in Lincoln National in Q2 2015 and has held it in 9 quarters since.
508 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Concorde Asset Management's 13F filing for Q3 2026, filed 13 Nov 2026.