Creative Planning’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 | $1.22M | Buy |
34,493
+14,090
| +69% | +$507K | ﹤0.01% | 2479 |
|
|
2026
Q1 | $724K | Buy |
20,403
+390
| +2% | +$15K | ﹤0.01% | 2731 |
|
|
2025
Q4 | $891K | Sell |
20,013
-311
| -2% | -$13K | ﹤0.01% | 2378 |
|
|
2025
Q3 | $820K | Buy |
20,324
+1,890
| +10% | +$73.1K | ﹤0.01% | 2305 |
|
|
2025
Q2 | $638K | Sell |
18,434
-1,052
| -5% | -$34.4K | ﹤0.01% | 2252 |
|
|
2025
Q1 | $700K | Sell |
19,486
-4,416
| -18% | -$157K | ﹤0.01% | 2002 |
|
|
2024
Q4 | $758K | Buy |
23,902
+1,980
| +9% | +$66K | ﹤0.01% | 1876 |
|
|
2024
Q3 | $691K | Buy |
21,922
+1,451
| +7% | +$45.2K | ﹤0.01% | 1826 |
|
|
2024
Q2 | $637K | Sell |
20,471
-2,736
| -12% | -$82.8K | ﹤0.01% | 1764 |
|
|
2024
Q1 | $741K | Sell |
23,207
-5,154
| -18% | -$142K | ﹤0.01% | 1558 |
|
|
2023
Q4 | $765K | Sell |
28,361
-11,466
| -29% | -$276K | ﹤0.01% | 1412 |
|
|
2023
Q3 | $983K | Sell |
39,827
-5,618
| -12% | -$147K | ﹤0.01% | 1166 |
|
|
2023
Q2 | $1.17M | Buy |
45,445
+13,395
| +42% | +$294K | ﹤0.01% | 1059 |
|
|
2023
Q1 | $720K | Sell |
32,050
-2,486
| -7% | -$73.9K | ﹤0.01% | 1255 |
|
|
2022
Q4 | $1.06M | Buy |
34,536
+3,454
| +11% | +$137K | ﹤0.01% | 1001 |
|
|
2022
Q3 | $1.36M | Buy |
31,082
+4,387
| +16% | +$211K | ﹤0.01% | 828 |
|
|
2022
Q2 | $1.25M | Buy |
26,695
+1,832
| +7% | +$104K | ﹤0.01% | 878 |
|
|
2022
Q1 | $1.63M | Buy |
24,863
+4,578
| +23% | +$313K | ﹤0.01% | 787 |
|
|
2021
Q4 | $1.39M | Sell |
20,285
-14,635
| -42% | -$1.03M | ﹤0.01% | 813 |
|
|
2021
Q3 | $2.4M | Sell |
34,920
-697
| -2% | -$45.5K | ﹤0.01% | 630 |
|
|
2021
Q2 | $2.24M | Buy |
35,617
+20,611
| +137% | +$1.36M | ﹤0.01% | 634 |
|
|
2021
Q1 | $934K | Buy |
15,006
+394
| +3% | +$21.8K | ﹤0.01% | 1063 |
|
|
2020
Q4 | $735K | Buy |
14,612
+690
| +5% | +$29.3K | ﹤0.01% | 1104 |
|
|
2020
Q3 | $436K | Buy |
13,922
+3,161
| +29% | +$113K | ﹤0.01% | 1201 |
|
|
2020
Q2 | $396K | Buy |
10,761
+807
| +8% | +$28.4K | ﹤0.01% | 1158 |
|
|
2020
Q1 | $262K | Buy |
9,954
+4,162
| +72% | +$198K | ﹤0.01% | 1236 |
|
|
2019
Q4 | $342K | Sell |
5,792
-5,491
| -49% | -$323K | ﹤0.01% | 1328 |
|
|
2019
Q3 | $681K | Buy |
11,283
+3,366
| +43% | +$201K | ﹤0.01% | 915 |
|
|
2019
Q2 | $510K | Buy |
7,917
+93
| +1% | +$5.94K | ﹤0.01% | 1068 |
|
|
2019
Q1 | $459K | Sell |
7,824
-5
| -0.1% | -$296 | ﹤0.01% | 1083 |
|
|
2018
Q4 | $402K | Sell |
7,829
-1,611
| -17% | -$97.9K | ﹤0.01% | 1072 |
|
|
2018
Q3 | $639K | Sell |
9,440
-276
| -3% | -$18.2K | ﹤0.01% | 958 |
|
|
2018
Q2 | $605K | Buy |
9,716
+95
| +1% | +$6.5K | ﹤0.01% | 970 |
|
|
2018
Q1 | $703K | Sell |
9,621
-8,437
| -47% | -$662K | ﹤0.01% | 915 |
|
|
2017
Q4 | $1.39M | Sell |
18,058
-64,687
| -78% | -$4.89M | 0.01% | 572 |
|
|
2017
Q3 | $6.08M | Buy |
82,745
+47,677
| +136% | +$3.36M | 0.03% | 201 |
|
|
2017
Q2 | $2.37M | Sell |
35,068
-1,343
| -4% | -$88.8K | 0.01% | 389 |
|
|
2017
Q1 | $2.38M | Sell |
36,411
-232
| -0.6% | -$15.9K | 0.01% | 369 |
|
|
2016
Q4 | $2.43M | Sell |
36,643
-32,685
| -47% | -$1.9M | 0.01% | 353 |
|
|
2016
Q3 | $3.26M | Sell |
69,328
-34,397
| -33% | -$1.54M | 0.02% | 278 |
|
|
2016
Q2 | $4.02M | Buy |
103,725
+70,503
| +212% | +$2.99M | 0.03% | 198 |
|
|
2016
Q1 | $1.3M | Sell |
33,222
-3,363
| -9% | -$131K | 0.01% | 423 |
|
|
2015
Q4 | $1.84M | Buy |
36,585
+3,202
| +10% | +$168K | 0.02% | 330 |
|
|
2015
Q3 | $1.58M | Sell |
33,383
-17,551
| -34% | -$941K | 0.01% | 347 |
|
|
2015
Q2 | $3.02M | Buy |
50,934
+18,585
| +57% | +$1.09M | 0.03% | 216 |
|
|
2015
Q1 | $1.86M | Buy |
32,349
+17,516
| +118% | +$978K | 0.02% | 297 |
|
|
2014
Q4 | $855K | Buy |
14,833
+490
| +3% | +$26.7K | 0.01% | 505 |
|
|
2014
Q3 | $768K | Sell |
14,343
-38,476
| -73% | -$2.05M | 0.01% | 497 |
|
|
2014
Q2 | $2.72M | Buy |
52,819
+38,553
| +270% | +$1.91M | 0.04% | 185 |
|
|
2014
Q1 | $723K | Buy |
14,266
+1,670
| +13% | +$83.9K | 0.01% | 483 |
|
|
2013
Q4 | $650K | Buy |
12,596
+5,688
| +82% | +$272K | 0.01% | 445 |
|
|
2013
Q3 | $290K | Buy |
6,908
+1,853
| +37% | +$78.2K | 0.01% | 612 |
|
|
2013
Q2 | $184K | Buy |
+5,055
| New | +$172K | ﹤0.01% | 710 |
|
Other funds holding LNC
BCP
Creative Planning's LNC Position: Q2 2026 in Review
Creative Planning increased its Lincoln National (LNC) stake by 69% in Q2 2026, buying an estimated $507K and bringing the position to 34,493 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2479.
Creative Planning first reported a position in LNC in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.08M in Q3 2017. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.
- Creative Planning held 34,493 shares of Lincoln National worth $1.22M as of Q2 2026.
- Creative Planning bought 14,090 Lincoln National shares in Q2 2026, an estimated $507K.
- Lincoln National made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2479 holding.
- Creative Planning first reported a position in Lincoln National in Q2 2013 and has held it in 53 quarters since.
- Creative Planning's Lincoln National position peaked at $6.08M in Q3 2017.
- 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.