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 Q3	$3.9M	Buy	96,978 +9,280	+11%	+$396K	0.72%	44
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hedeker Wealth's LNC Position: Q3 2026 in Review

Hedeker Wealth increased its Lincoln National (LNC) stake by 11% in Q3 2026, buying an estimated $396K and bringing the position to 96,978 shares worth $3.9M. The position accounts for 0.72% of the portfolio, ranked #44.

Hedeker Wealth first reported a position in LNC in Q3 2023 and has held it in 13 quarters since. 125 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

Hedeker Wealth held 96,978 shares of Lincoln National worth $3.9M as of Q3 2026.
Hedeker Wealth bought 9,280 Lincoln National shares in Q3 2026, an estimated $396K.
Lincoln National made up 0.72% of Hedeker Wealth's portfolio in Q3 2026, its #44 holding.
Hedeker Wealth first reported a position in Lincoln National in Q3 2023 and has held it in 13 quarters since.
125 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Hedeker Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.