C
LNC icon

Covestor’s Lincoln National LNC Stock Holding History

Covestor’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 		$115K Sell
3,247
-651
-17% -$23.4K 0.07% 288
2026
Q1 		$138K Sell
3,898
-490
-11% -$18.8K 0.1% 170
2025
Q4 		$195K Sell
4,388
-576
-12% -$24K 0.1% 234
2025
Q3 		$200K Sell
4,964
-2,378
-32% -$92K 0.11% 214
2025
Q2 		$254K Buy
7,342
+6,645
+953% +$217K 0.15% 101
2025
Q1 		$25K Buy
697
+245
+54% +$8.69K 0.02% 1116
2024
Q4 		$14K Buy
452
+27
+6% +$900 0.01% 1348
2024
Q3 		$13K Sell
425
-23
-5% -$717 0.01% 1398
2024
Q2 		$14K Sell
448
-6
-1% -$182 0.01% 1343
2024
Q1 		$14K Sell
454
-41
-8% -$1.13K 0.01% 1345
2023
Q4 		$13K Hold
495
– – 0.01% 1387
2023
Q3 		$12K Sell
495
-30
-6% -$785 0.01% 1329
2023
Q2 		$14K Sell
525
-1,812
-78% -$39.8K 0.01% 1284
2023
Q1 		$53K Buy
2,337
+413
+21% +$12.3K 0.05% 689
2022
Q4 		$59K Sell
1,924
-179
-9% -$7.11K 0.05% 658
2022
Q3 		$92K Buy
2,103
+517
+33% +$24.9K 0.08% 397
2022
Q2 		$74K Buy
1,586
+210
+15% +$12K 0.06% 571
2022
Q1 		$90K Buy
1,376
+1,205
+705% +$82.3K 0.06% 574
2021
Q4 		$12K Buy
+171
New +$12.1K 0.02% 969

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

Covestor's LNC Position: Q2 2026 in Review

Covestor reduced its Lincoln National (LNC) stake by 17% in Q2 2026, selling an estimated $23.4K and leaving 3,247 shares worth $115K. The position accounts for 0.07% of the portfolio, ranked #288.

Covestor first reported a position in LNC in Q4 2021 and has held it in 19 quarters since. The position peaked at $254K in Q2 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Covestor held 3,247 shares of Lincoln National worth $115K as of Q2 2026.
  • Covestor sold 651 Lincoln National shares in Q2 2026, an estimated $23.4K.
  • Lincoln National made up 0.07% of Covestor's portfolio in Q2 2026, its #288 holding.
  • Covestor first reported a position in Lincoln National in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Lincoln National position peaked at $254K in Q2 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.