Fulcrum Asset Management’s Lincoln National LNC Stock Holding History

Fulcrum Asset 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	$271K	Buy	+7,410	New	+$266K	0.03%	361
2021 Q4	–	Hold	0	–	–	–	116
2021 Q3	–	Hold	0	–	–	–	117
2021 Q2	–	Hold	0	–	–	–	127
2021 Q1	–	Hold	0	–	–	–	88

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 $3.38T AUM 44.17% 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

Fulcrum Asset Management's LNC Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Lincoln National (LNC) in Q2 2026: 7,410 shares worth $271K. The stake represents 0.03% of the portfolio and ranks #361 among its holdings.

620 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Fulcrum Asset Management held 7,410 shares of Lincoln National worth $271K as of Q2 2026.
Lincoln National was a new Fulcrum Asset Management position in Q2 2026.
Lincoln National made up 0.03% of Fulcrum Asset Management's portfolio in Q2 2026, its #361 holding.
620 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.