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 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 $666M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hedeker Wealth's LNC Position: Q1 2026 in Review

Hedeker Wealth increased its Lincoln National (LNC) stake by 1.1% in Q1 2026, buying an estimated $37.2K and bringing the position to 87,955 shares worth $3.12M. The position accounts for 0.66% of the portfolio, ranked #45.

Hedeker Wealth first reported a position in LNC in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.87M in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Hedeker Wealth held 87,955 shares of Lincoln National worth $3.12M as of Q1 2026.
Hedeker Wealth bought 968 Lincoln National shares in Q1 2026, an estimated $37.2K.
Lincoln National made up 0.66% of Hedeker Wealth's portfolio in Q1 2026, its #45 holding.
Hedeker Wealth first reported a position in Lincoln National in Q3 2023 and has held it in 11 quarters since.
Hedeker Wealth's Lincoln National position peaked at $3.87M in Q4 2025.
613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Hedeker Wealth's 13F filing for Q1 2026, filed 11 May 2026.