Harbour Investments’s Lincoln National LNC Stock Holding History

Harbour Investments’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	$286K	Buy	8,090 +22	+0.3%	+$791	﹤0.01%	1404
2026 Q1	$286K	Buy	8,068 +6,698	+489%	+$257K	﹤0.01%	1334
2025 Q4	$61K	Buy	1,370 +6	+0.4%	+$250	﹤0.01%	1872
2025 Q3	$55K	Buy	1,364 +101	+8%	+$3.91K	﹤0.01%	1862
2025 Q2	$43.7K	Hold	1,263	–	–	﹤0.01%	1894
2025 Q1	$45.4K	Hold	1,263	–	–	﹤0.01%	1817
2024 Q4	$40K	Hold	1,263	–	–	﹤0.01%	1822
2024 Q3	$39.8K	Hold	1,263	–	–	﹤0.01%	1771
2024 Q2	$39.3K	Sell	1,263 -130	-9%	-$3.93K	﹤0.01%	1672
2024 Q1	$44.5K	Sell	1,393 -6,939	-83%	-$192K	﹤0.01%	1576
2023 Q4	$225K	Buy	8,332 +260	+3%	+$6.25K	0.01%	823
2023 Q3	$199K	Buy	8,072 +1,162	+17%	+$30.4K	0.01%	794
2023 Q2	$178K	Buy	6,910 +6,236	+925%	+$137K	0.01%	835
2023 Q1	$15.1K	Sell	674 -101	-13%	-$3K	﹤0.01%	1849
2022 Q4	$23.8K	Buy	775 +58	+8%	+$2.3K	﹤0.01%	1610
2022 Q3	$34K	Hold	717	–	–	﹤0.01%	1421
2022 Q2	$34K	Buy	+717	New	+$40.9K	﹤0.01%	1421
2021 Q4	$65K	Sell	953 -7,756	-89%	-$547K	﹤0.01%	1140
2021 Q3	$599K	Sell	8,709 -2,166	-20%	-$141K	0.02%	579
2021 Q2	$683K	Sell	10,875 -187	-2%	-$12.3K	0.02%	554
2021 Q1	$689K	Buy	+11,062	New	+$611K	0.02%	495

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

Harbour Investments's LNC Position: Q2 2026 in Review

Harbour Investments increased its Lincoln National (LNC) stake by 0.27% in Q2 2026, buying an estimated $791 and bringing the position to 8,090 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Harbour Investments first reported a position in LNC in Q1 2021 and has held it in 21 quarters since. The position peaked at $689K in Q1 2021. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Harbour Investments held 8,090 shares of Lincoln National worth $286K as of Q2 2026.
Harbour Investments bought 22 Lincoln National shares in Q2 2026, an estimated $791.
Lincoln National made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1404 holding.
Harbour Investments first reported a position in Lincoln National in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's Lincoln National position peaked at $689K in Q1 2021.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.