Forvis Mazars Wealth Advisors’s Lincoln National LNC Stock Holding History

Forvis Mazars Wealth Advisors’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	$299K	Hold	8,456	–	–	0.01%	373
2026 Q1	$300K	Sell	8,456 -2,623	-24%	-$101K	0.01%	357
2025 Q4	$493K	Sell	11,079 -14	-0.1%	-$583	0.01%	288
2025 Q3	$447K	Sell	11,093 -16	-0.1%	-$619	0.01%	302
2025 Q2	$384K	Hold	11,109	–	–	0.01%	328
2025 Q1	$399K	Sell	11,109 -90	-0.8%	-$3.19K	0.01%	320
2024 Q4	$355K	Buy	11,199 +338	+3%	+$11.3K	0.01%	356
2024 Q3	$342K	Buy	10,861 +4	+0%	+$125	0.01%	366
2024 Q2	$338K	Sell	10,857 -212	-2%	-$6.41K	0.01%	340
2024 Q1	$353K	Buy	+11,069	New	+$306K	0.01%	330
2022 Q2	–	Sell	-3,593	Closed	-$235K	–	397
2022 Q1	$235K	Sell	3,593 -464	-11%	-$31.7K	0.01%	272
2021 Q4	$277K	Sell	4,057 -286	-7%	-$20.2K	0.01%	238
2021 Q3	$299K	Buy	+4,343	New	+$284K	0.01%	220
2019 Q2	–	Sell	-11,408	Closed	-$670K	–	262
2019 Q1	$670K	Buy	+11,408	New	+$676K	0.06%	133
2014 Q2	–	Sell	-27,838	Closed	-$1.41M	–	151
2014 Q1	$1.41M	Hold	27,838	–	–	0.25%	61
2013 Q4	$1.44M	Sell	27,838 -52	-0.2%	-$2.49K	0.27%	58
2013 Q3	$1.17M	Buy	+27,890	New	+$1.18M	0.24%	66

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

Forvis Mazars Wealth Advisors's LNC Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its Lincoln National (LNC) position steady in Q2 2026 at 8,456 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #373.

Forvis Mazars Wealth Advisors first reported a position in LNC in Q3 2013 and has held it in 17 quarters since. The position peaked at $1.44M in Q4 2013. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Forvis Mazars Wealth Advisors held 8,456 shares of Lincoln National worth $299K as of Q2 2026.
Forvis Mazars Wealth Advisors left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #373 holding.
Forvis Mazars Wealth Advisors first reported a position in Lincoln National in Q3 2013 and has held it in 17 quarters since.
Forvis Mazars Wealth Advisors's Lincoln National position peaked at $1.44M in Q4 2013.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.