GI
LNC icon

GAMMA Investing’s Lincoln National LNC Stock Holding History

GAMMA Investing’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
Q3 		$384K Buy
9,533
+774
+9% +$33K 0.01% 852
2026
Q2 		$310K Buy
8,759
+114
+1% +$4.1K 0.01% 951
2026
Q1 		$307K Sell
8,645
-692
-7% -$26.6K 0.01% 832
2025
Q4 		$416K Buy
9,337
+808
+9% +$33.7K 0.02% 606
2025
Q3 		$344K Buy
8,529
+712
+9% +$27.5K 0.02% 645
2025
Q2 		$270K Sell
7,817
-1,021
-12% -$33.4K 0.02% 725
2025
Q1 		$317K Buy
8,838
+2,142
+32% +$76K 0.02% 576
2024
Q4 		$212K Buy
6,696
+556
+9% +$18.5K 0.02% 660
2024
Q3 		$193K Sell
6,140
-467
-7% -$14.6K 0.02% 642
2024
Q2 		$205K Buy
6,607
+910
+16% +$27.5K 0.03% 495
2024
Q1 		$182K Sell
5,697
-21
-0.4% -$580 0.04% 418
2023
Q4 		$157K Buy
+5,718
New +$137K 0.04% 382

Other funds holding LNC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

GAMMA Investing's LNC Position: Q3 2026 in Review

GAMMA Investing increased its Lincoln National (LNC) stake by 8.8% in Q3 2026, buying an estimated $33K and bringing the position to 9,533 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #852.

GAMMA Investing first reported a position in LNC in Q4 2023 and has held it in 12 quarters since. The position peaked at $416K in Q4 2025. 27 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

  • GAMMA Investing held 9,533 shares of Lincoln National worth $384K as of Q3 2026.
  • GAMMA Investing bought 774 Lincoln National shares in Q3 2026, an estimated $33K.
  • Lincoln National made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #852 holding.
  • GAMMA Investing first reported a position in Lincoln National in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Lincoln National position peaked at $416K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.