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LNC icon

COWA LLC’s Lincoln National LNC Stock Holding History

COWA LLC’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
Q1 		$512K Buy
14,426
+572
+4% +$22K 0.14% 105
2025
Q4 		$617K Sell
13,854
-3,977
-22% -$166K 0.19% 87
2025
Q3 		$719K Sell
17,831
-4,589
-20% -$177K 0.24% 74
2025
Q2 		$776K Buy
22,420
+2,380
+12% +$77.8K 0.3% 65
2025
Q1 		$720K Buy
20,040
+981
+5% +$34.8K 0.31% 63
2024
Q4 		$604K Buy
19,059
+110
+0.6% +$3.67K 0.28% 68
2024
Q3 		$597K Buy
18,949
+1,913
+11% +$59.6K 0.28% 70
2024
Q2 		$530K Buy
17,036
+137
+0.8% +$4.14K 0.28% 68
2024
Q1 		$540K Buy
16,899
+4,915
+41% +$136K 0.32% 65
2023
Q4 		$323K Buy
11,984
+116
+1% +$2.79K 0.2% 85
2023
Q3 		$293K Buy
11,868
+1,188
+11% +$31.1K 0.2% 84
2023
Q2 		$275K Buy
+10,680
New +$234K 0.18% 90
2022
Q4 		– Sell
-2,080
Closed -$91K – 234
2022
Q3 		$91K Buy
+2,080
New +$100K 0.06% 150
2021
Q2 		– Sell
-2,080
Closed -$131K – 244
2021
Q1 		$131K Hold
2,080
– – 0.08% 146
2020
Q4 		$106K Buy
+2,080
New +$88.4K 0.08% 150

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

COWA LLC's LNC Position: Q1 2026 in Review

COWA LLC increased its Lincoln National (LNC) stake by 4.1% in Q1 2026, buying an estimated $22K and bringing the position to 14,426 shares worth $512K. The position accounts for 0.14% of the portfolio, ranked #105.

COWA LLC first reported a position in LNC in Q4 2020 and has held it in 15 quarters since. The position peaked at $776K in Q2 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • COWA LLC held 14,426 shares of Lincoln National worth $512K as of Q1 2026.
  • COWA LLC bought 572 Lincoln National shares in Q1 2026, an estimated $22K.
  • Lincoln National made up 0.14% of COWA LLC's portfolio in Q1 2026, its #105 holding.
  • COWA LLC first reported a position in Lincoln National in Q4 2020 and has held it in 15 quarters since.
  • COWA LLC's Lincoln National position peaked at $776K in Q2 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on COWA LLC's 13F filing for Q1 2026, filed 14 May 2026.