Harbor Investment Advisory’s Lincoln National LNC Stock Holding History

Harbor Investment Advisory’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	$4.03K	Hold	100	–	–	﹤0.01%	1221
2026 Q2	$3.54K	Hold	100	–	–	﹤0.01%	1160
2026 Q1	$3.55K	Hold	100	–	–	﹤0.01%	1062
2025 Q4	$4.45K	Hold	100	–	–	﹤0.01%	1069
2025 Q3	$4.03K	Hold	100	–	–	﹤0.01%	1035
2025 Q2	$3.46K	Buy	+100	New	+$3.27K	﹤0.01%	1037
2023 Q4	–	Sell	-143	Closed	-$3.53K	–	1192
2023 Q3	$3.53K	Hold	143	–	–	﹤0.01%	966
2023 Q2	$3.68K	Buy	+143	New	+$3.14K	﹤0.01%	1167
2023 Q1	–	Sell	-133	Closed	-$4.09K	–	1351
2022 Q4	$4.09K	Buy	133 +65	+96%	+$2.58K	﹤0.01%	1133
2022 Q3	$3K	Buy	68 +10	+17%	+$482	﹤0.01%	1195
2022 Q2	$3K	Sell	58 -9,016	-99%	-$514K	﹤0.01%	1207
2022 Q1	$593K	Buy	9,074 +7,866	+651%	+$538K	0.08%	201
2021 Q4	$82K	Buy	1,208 +1,150	+1,983%	+$81.1K	0.01%	590
2021 Q3	$4K	Hold	58	–	–	﹤0.01%	1172
2021 Q2	$4K	Hold	58	–	–	﹤0.01%	1117
2021 Q1	$4K	Hold	58	–	–	﹤0.01%	1097
2020 Q4	$3K	Buy	+58	New	+$2.47K	﹤0.01%	1063
2020 Q3	–	Sell	-35	Closed	-$1K	–	1199
2020 Q2	$1K	Sell	35 -414	-92%	-$14.6K	﹤0.01%	1077
2020 Q1	$12K	Buy	+449	New	+$21.3K	﹤0.01%	700

Other funds holding LNC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

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

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

Harbor Investment Advisory's LNC Position: Q3 2026 in Review

Harbor Investment Advisory held its Lincoln National (LNC) position steady in Q3 2026 at 100 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Harbor Investment Advisory first reported a position in LNC in Q1 2020 and has held it in 19 quarters since. The position peaked at $593K in Q1 2022. 30 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

Harbor Investment Advisory held 100 shares of Lincoln National worth $4.03K as of Q3 2026.
Harbor Investment Advisory left its Lincoln National share count unchanged in Q3 2026.
Lincoln National made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1221 holding.
Harbor Investment Advisory first reported a position in Lincoln National in Q1 2020 and has held it in 19 quarters since.
Harbor Investment Advisory's Lincoln National position peaked at $593K in Q1 2022.
30 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.