GWM
LNC icon

Gilpin Wealth Management’s Lincoln National LNC Stock Holding History

Gilpin 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
Q3 		$886 Buy
22
+5
+29% +$213 ﹤0.01% 708
2026
Q2 		$601 Buy
17
+1
+6% +$36 ﹤0.01% 617
2026
Q1 		$568 Buy
16
+2
+14% +$77 ﹤0.01% 576
2025
Q4 		$624 Buy
+14
New +$583 ﹤0.01% 431

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Gilpin Wealth Management's LNC Position: Q3 2026 in Review

Gilpin Wealth Management increased its Lincoln National (LNC) stake by 29% in Q3 2026, buying an estimated $213 and bringing the position to 22 shares worth $886. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Gilpin Wealth Management first reported a position in LNC in Q4 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

  • Gilpin Wealth Management held 22 shares of Lincoln National worth $886 as of Q3 2026.
  • Gilpin Wealth Management bought 5 Lincoln National shares in Q3 2026, an estimated $213.
  • Lincoln National made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #708 holding.
  • Gilpin Wealth Management first reported a position in Lincoln National in Q4 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.