Eads & Heald Wealth Management’s Lincoln National LNC Stock Holding History

Eads & Heald Wealth 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 Q1	$234K	Hold	6,598	–	–	0.12%	139
2025 Q4	$294K	Sell	6,598 -120	-2%	-$5K	0.14%	129
2025 Q3	$271K	Sell	6,718 -347	-5%	-$13.4K	0.13%	128
2025 Q2	$244K	Sell	7,065 -285	-4%	-$9.32K	0.12%	130
2025 Q1	$264K	Sell	7,350 -10	-0.1%	-$355	0.13%	130
2024 Q4	$233K	Sell	7,360 -130	-2%	-$4.33K	0.11%	132
2024 Q3	$236K	Buy	7,490 +545	+8%	+$17K	0.11%	136
2024 Q2	$216K	Sell	6,945 -202	-3%	-$6.11K	0.1%	139
2024 Q1	$228K	Buy	+7,147	New	+$197K	0.11%	136

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eads & Heald Wealth Management's LNC Position: Q1 2026 in Review

Eads & Heald Wealth Management held its Lincoln National (LNC) position steady in Q1 2026 at 6,598 shares worth $234K. The position accounts for 0.12% of the portfolio, ranked #139.

Eads & Heald Wealth Management first reported a position in LNC in Q1 2024 and has held it in 9 quarters since. The position peaked at $294K in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Eads & Heald Wealth Management held 6,598 shares of Lincoln National worth $234K as of Q1 2026.
Eads & Heald Wealth Management left its Lincoln National share count unchanged in Q1 2026.
Lincoln National made up 0.12% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #139 holding.
Eads & Heald Wealth Management first reported a position in Lincoln National in Q1 2024 and has held it in 9 quarters since.
Eads & Heald Wealth Management's Lincoln National position peaked at $294K in Q4 2025.
613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.