Grimes & Company’s Lincoln National LNC Stock Holding History

Grimes & Company’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	$1M	Buy	28,341 +38	+0.1%	+$1.37K	0.02%	256
2026 Q1	$1M	Buy	28,303 +7,893	+39%	+$303K	0.03%	241
2025 Q4	$909K	Buy	20,410 +10,921	+115%	+$455K	0.02%	254
2025 Q3	$383K	Buy	+9,489	New	+$367K	0.01%	347
2024 Q3	–	Sell	-6,514	Closed	-$203K	–	374
2024 Q2	$203K	Sell	6,514 -53	-0.8%	-$1.6K	0.01%	330
2024 Q1	$210K	Buy	+6,567	New	+$181K	0.01%	312
2022 Q4	–	Sell	-6,228	Closed	-$273K	–	303
2022 Q3	$273K	Hold	6,228	–	–	0.01%	227
2022 Q2	$291K	Hold	6,228	–	–	0.01%	225
2022 Q1	$407K	Hold	6,228	–	–	0.02%	213
2021 Q4	$425K	Hold	6,228	–	–	0.02%	213
2021 Q3	$428K	Hold	6,228	–	–	0.02%	207
2021 Q2	$391K	Hold	6,228	–	–	0.02%	216
2021 Q1	$388K	Hold	6,228	–	–	0.02%	209
2020 Q4	$313K	Buy	+6,228	New	+$265K	0.02%	214
2020 Q3	–	Sell	-6,228	Closed	-$229K	–	260
2020 Q2	$229K	Buy	+6,228	New	+$219K	0.02%	228
2020 Q1	–	Sell	-7,772	Closed	-$459K	–	254
2019 Q4	$459K	Hold	7,772	–	–	0.03%	186
2019 Q3	$469K	Sell	7,772 -34	-0.4%	-$2.03K	0.03%	180
2019 Q2	$503K	Sell	7,806 -89	-1%	-$5.69K	0.04%	171
2019 Q1	$463K	Buy	7,895 +17	+0.2%	+$1.01K	0.04%	170
2018 Q4	$404K	Hold	7,878	–	–	0.04%	163
2018 Q3	$533K	Hold	7,878	–	–	0.04%	156
2018 Q2	$490K	Hold	7,878	–	–	0.04%	160
2018 Q1	$576K	Buy	+7,878	New	+$618K	0.06%	145

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 $3.37T AUM 44.26% 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

Grimes & Company's LNC Position: Q2 2026 in Review

Grimes & Company increased its Lincoln National (LNC) stake by 0.13% in Q2 2026, buying an estimated $1.37K and bringing the position to 28,341 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #256.

Grimes & Company first reported a position in LNC in Q1 2018 and has held it in 23 quarters since. The position peaked at $1M in Q1 2026. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Grimes & Company held 28,341 shares of Lincoln National worth $1M as of Q2 2026.
Grimes & Company bought 38 Lincoln National shares in Q2 2026, an estimated $1.37K.
Lincoln National made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #256 holding.
Grimes & Company first reported a position in Lincoln National in Q1 2018 and has held it in 23 quarters since.
Grimes & Company's Lincoln National position peaked at $1M in Q1 2026.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.