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Goelzer Investment Management’s Lincoln National LNC Stock Holding History

Goelzer Investment 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 		– Sell
-7,600
Closed -$270K – 323
2026
Q1 		$270K Hold
7,600
– – 0.01% 273
2025
Q4 		$338K Buy
+7,600
New +$317K 0.02% 234

Other funds holding LNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goelzer Investment Management's LNC Position: Q2 2026 in Review

Goelzer Investment Management sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 7,600 shares — an estimated $270K sold.

Goelzer Investment Management first reported a position in LNC in Q4 2025 and held it in 2 quarters. The position peaked at $338K in Q4 2025. 375 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Goelzer Investment Management reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • Goelzer Investment Management sold 7,600 Lincoln National shares in Q2 2026, an estimated $270K.
  • Goelzer Investment Management first reported a position in Lincoln National in Q4 2025 and held it in 2 quarters.
  • Goelzer Investment Management's Lincoln National position peaked at $338K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.