Hedeker Wealth’s Lincoln National LNC Stock Holding History

Hedeker Wealth’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	$3.1M	Sell	87,698 -257	-0.3%	-$9.24K	0.59%	50
2026 Q1	$3.12M	Buy	87,955 +968	+1%	+$37.2K	0.66%	45
2025 Q4	$3.87M	Buy	86,987 +433	+0.5%	+$18K	0.81%	41
2025 Q3	$3.49M	Buy	86,554 +4,227	+5%	+$163K	0.73%	41
2025 Q2	$2.85M	Buy	82,327 +709	+0.9%	+$23.2K	0.66%	46
2025 Q1	$2.93M	Sell	81,618 -1,846	-2%	-$65.5K	0.79%	41
2024 Q4	$2.65M	Buy	83,464 +2,062	+3%	+$68.7K	0.66%	45
2024 Q3	$2.56M	Buy	81,402 +1,034	+1%	+$32.2K	0.68%	48
2024 Q2	$2.5M	Sell	80,368 -1,000	-1%	-$30.3K	0.72%	48
2024 Q1	$2.6M	Buy	81,368 +1,317	+2%	+$36.4K	0.75%	49
2023 Q4	$2.16M	Sell	80,051 -13,770	-15%	-$331K	0.68%	48
2023 Q3	$2.32M	Buy	+93,821	New	+$2.45M	0.8%	46

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

Hedeker Wealth's LNC Position: Q2 2026 in Review

Hedeker Wealth reduced its Lincoln National (LNC) stake by 0.29% in Q2 2026, selling an estimated $9.24K and leaving 87,698 shares worth $3.1M. The position accounts for 0.59% of the portfolio, ranked #50.

Hedeker Wealth first reported a position in LNC in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.87M in Q4 2025. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Hedeker Wealth held 87,698 shares of Lincoln National worth $3.1M as of Q2 2026.
Hedeker Wealth sold 257 Lincoln National shares in Q2 2026, an estimated $9.24K.
Lincoln National made up 0.59% of Hedeker Wealth's portfolio in Q2 2026, its #50 holding.
Hedeker Wealth first reported a position in Lincoln National in Q3 2023 and has held it in 12 quarters since.
Hedeker Wealth's Lincoln National position peaked at $3.87M in Q4 2025.
618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Hedeker Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.