Evergreen Capital Management’s Lincoln National LNC Stock Holding History

Evergreen Capital 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	$358K	Sell	10,136 -1,518	-13%	-$54.6K	0.01%	1108
2026 Q1	$414K	Buy	11,654 +1,839	+19%	+$70.7K	0.01%	911
2025 Q4	$437K	Hold	9,815	–	–	0.01%	826
2025 Q3	$396K	Buy	9,815 +1,000	+11%	+$38.7K	0.01%	775
2025 Q2	$305K	Buy	8,815 +275	+3%	+$8.99K	0.01%	792
2025 Q1	$307K	Buy	8,540 +24	+0.3%	+$851	0.01%	741
2024 Q4	$270K	Hold	8,516	–	–	0.01%	794
2024 Q3	$268K	Hold	8,516	–	–	0.01%	764
2024 Q2	$265K	Hold	8,516	–	–	0.01%	712
2024 Q1	$272K	Hold	8,516	–	–	0.01%	671
2023 Q4	$230K	Sell	8,516 -159	-2%	-$3.82K	0.01%	712
2023 Q3	$214K	Buy	8,675 +106	+1%	+$2.77K	0.01%	682
2023 Q2	$221K	Buy	+8,569	New	+$188K	0.01%	684
2019 Q3	–	Sell	-3,114	Closed	-$201K	–	451
2019 Q2	$201K	Buy	+3,114	New	+$199K	0.02%	394
2018 Q4	–	Sell	-3,068	Closed	-$208K	–	397
2018 Q3	$208K	Buy	+3,068	New	+$202K	0.02%	355
2018 Q2	–	Sell	-2,918	Closed	-$213K	–	387
2018 Q1	$213K	Buy	+2,918	New	+$229K	0.02%	330

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Capital Management's LNC Position: Q2 2026 in Review

Evergreen Capital Management reduced its Lincoln National (LNC) stake by 13% in Q2 2026, selling an estimated $54.6K and leaving 10,136 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #1108.

Evergreen Capital Management first reported a position in LNC in Q1 2018 and has held it in 16 quarters since. The position peaked at $437K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Evergreen Capital Management held 10,136 shares of Lincoln National worth $358K as of Q2 2026.
Evergreen Capital Management sold 1,518 Lincoln National shares in Q2 2026, an estimated $54.6K.
Lincoln National made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1108 holding.
Evergreen Capital Management first reported a position in Lincoln National in Q1 2018 and has held it in 16 quarters since.
Evergreen Capital Management's Lincoln National position peaked at $437K in Q4 2025.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.