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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
Q2 		$206K Sell
5,828
-770
-12% -$27.7K 0.1% 144
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 $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

Eads & Heald Wealth Management's LNC Position: Q2 2026 in Review

Eads & Heald Wealth Management reduced its Lincoln National (LNC) stake by 12% in Q2 2026, selling an estimated $27.7K and leaving 5,828 shares worth $206K. The position accounts for 0.1% of the portfolio, ranked #144.

Eads & Heald Wealth Management first reported a position in LNC in Q1 2024 and has held it in 10 quarters since. The position peaked at $294K in Q4 2025. 619 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Eads & Heald Wealth Management held 5,828 shares of Lincoln National worth $206K as of Q2 2026.
  • Eads & Heald Wealth Management sold 770 Lincoln National shares in Q2 2026, an estimated $27.7K.
  • Lincoln National made up 0.1% of Eads & Heald Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Eads & Heald Wealth Management first reported a position in Lincoln National in Q1 2024 and has held it in 10 quarters since.
  • Eads & Heald Wealth Management's Lincoln National position peaked at $294K in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.