GRP
LNC icon

Global Retirement Partners’s Lincoln National LNC Stock Holding History

Global Retirement Partners’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 		$148K Buy
+4,176
New +$150K ﹤0.01% 1787
2025
Q4 		$162K Buy
3,641
+2,317
+175% +$96.5K ﹤0.01% 1594
2025
Q3 		$53.4K Sell
1,324
-72
-5% -$2.78K ﹤0.01% 1851
2025
Q2 		$48.3K Buy
+1,396
New +$45.7K ﹤0.01% 1790
2024
Q4 		$44.1K Sell
1,392
-151
-10% -$5.03K ﹤0.01% 1679
2024
Q3 		$48.6K Sell
1,543
-144
-9% -$4.49K ﹤0.01% 1569
2024
Q2 		$52.5K Buy
1,687
+20
+1% +$605 ﹤0.01% 1517
2024
Q1 		$53.2K Buy
1,667
+410
+33% +$11.3K ﹤0.01% 1388
2023
Q4 		$34.1K Sell
1,257
-367
-23% -$8.82K ﹤0.01% 1530
2023
Q3 		$37.8K Sell
1,624
-393
-19% -$10.3K ﹤0.01% 1397
2023
Q2 		$52K Buy
2,017
+182
+10% +$4K ﹤0.01% 1251
2023
Q1 		$37.6K Buy
1,835
+1,132
+161% +$33.7K ﹤0.01% 1359
2022
Q4 		$21.6K Buy
703
+330
+88% +$13.1K ﹤0.01% 1446
2022
Q3 		$20K Buy
373
+6
+2% +$289 ﹤0.01% 1395
2022
Q2 		$17K Buy
367
+22
+6% +$1.25K ﹤0.01% 1414
2022
Q1 		$18K Buy
345
+319
+1,227% +$21.8K ﹤0.01% 1390
2021
Q4 		$2K Buy
+26
New +$1.83K ﹤0.01% 222
2019
Q4 		– Sell
-712
Closed -$43K – 1671
2019
Q3 		$43K Hold
712
– – 0.01% 658
2019
Q2 		$46K Hold
712
– – 0.01% 628
2019
Q1 		$42K Sell
712
-500
-41% -$29.6K 0.01% 587
2018
Q4 		$62K Sell
1,212
-100
-8% -$6.08K 0.02% 469
2018
Q3 		$89K Hold
1,312
– – 0.02% 424
2018
Q2 		$82K Buy
1,312
+100
+8% +$6.84K 0.02% 421
2018
Q1 		$89K Hold
1,212
– – 0.02% 399
2017
Q4 		$93K Sell
1,212
-429
-26% -$32.5K 0.03% 375
2017
Q3 		$121K Hold
1,641
– – 0.05% 294
2017
Q2 		$111K Buy
+1,641
New +$109K 0.05% 289

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Retirement Partners's LNC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Lincoln National (LNC) in Q2 2026: 4,176 shares worth $148K. The stake represents ﹤0.01% of the portfolio and ranks #1787 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LNC as recently as Q4 2025.

Global Retirement Partners first reported a position in LNC in Q2 2017 and has held it in 27 quarters since. The position peaked at $162K in Q4 2025. 620 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Global Retirement Partners held 4,176 shares of Lincoln National worth $148K as of Q2 2026.
  • Lincoln National was a new Global Retirement Partners position in Q2 2026.
  • Lincoln National made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1787 holding.
  • Global Retirement Partners first reported a position in Lincoln National in Q2 2017 and has held it in 27 quarters since.
  • Global Retirement Partners's Lincoln National position peaked at $162K in Q4 2025.
  • 620 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.