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HB Wealth Management’s Lincoln National LNC Stock Holding History

HB Wealth 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 		$988K Buy
27,939
+2,957
+12% +$106K 0.01% 748
2026
Q1 		$887K Buy
24,982
+1,769
+8% +$68K 0.01% 712
2025
Q4 		$1.03M Sell
23,213
-43
-0.2% -$1.79K 0.01% 612
2025
Q3 		$938K Buy
23,256
+2,266
+11% +$87.6K 0.01% 628
2025
Q2 		$726K Sell
20,990
-1,339
-6% -$43.8K 0.01% 620
2025
Q1 		$802K Buy
22,329
+179
+0.8% +$6.35K 0.01% 604
2024
Q4 		$702K Buy
22,150
+2,961
+15% +$98.7K 0.01% 514
2024
Q3 		$605K Sell
19,189
-399
-2% -$12.4K 0.01% 523
2024
Q2 		$609K Buy
19,588
+632
+3% +$19.1K 0.01% 479
2024
Q1 		$605K Buy
18,956
+1,552
+9% +$42.9K 0.01% 446
2023
Q4 		$469K Sell
17,404
-5,295
-23% -$127K 0.01% 481
2023
Q3 		$560K Buy
22,699
+4,571
+25% +$120K 0.01% 404
2023
Q2 		$467K Buy
18,128
+3,699
+26% +$81.2K 0.01% 431
2023
Q1 		$324K Sell
14,429
-489
-3% -$14.5K 0.01% 514
2022
Q4 		$458K Buy
14,918
+466
+3% +$18.5K 0.01% 416
2022
Q3 		$635K Buy
14,452
+7,668
+113% +$369K 0.01% 311
2022
Q2 		$317K Buy
+6,784
New +$387K 0.01% 429

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 $3.37T AUM 44.26% 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

HB Wealth Management's LNC Position: Q2 2026 in Review

HB Wealth Management increased its Lincoln National (LNC) stake by 12% in Q2 2026, buying an estimated $106K and bringing the position to 27,939 shares worth $988K. The position accounts for 0.01% of the portfolio, ranked #748.

HB Wealth Management first reported a position in LNC in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.03M in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • HB Wealth Management held 27,939 shares of Lincoln National worth $988K as of Q2 2026.
  • HB Wealth Management bought 2,957 Lincoln National shares in Q2 2026, an estimated $106K.
  • Lincoln National made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #748 holding.
  • HB Wealth Management first reported a position in Lincoln National in Q2 2022 and has held it in 17 quarters since.
  • HB Wealth Management's Lincoln National position peaked at $1.03M in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.