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HFM Investment Advisors’s Lincoln National LNC Stock Holding History

HFM Investment Advisors’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 		$1.1K Buy
31
+17
+121% +$611 ﹤0.01% 698
2026
Q1 		$497 Hold
14
– – ﹤0.01% 680
2025
Q4 		$624 Hold
14
– – ﹤0.01% 629
2025
Q3 		$565 Hold
14
– – ﹤0.01% 603
2025
Q2 		$484 Buy
14
+9
+180% +$294 ﹤0.01% 665
2025
Q1 		$180 Buy
+5
New +$177 ﹤0.01% 664

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

HFM Investment Advisors's LNC Position: Q2 2026 in Review

HFM Investment Advisors increased its Lincoln National (LNC) stake by 121% in Q2 2026, buying an estimated $611 and bringing the position to 31 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

HFM Investment Advisors first reported a position in LNC in Q1 2025 and has held it in 6 quarters since. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • HFM Investment Advisors held 31 shares of Lincoln National worth $1.1K as of Q2 2026.
  • HFM Investment Advisors bought 17 Lincoln National shares in Q2 2026, an estimated $611.
  • Lincoln National made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #698 holding.
  • HFM Investment Advisors first reported a position in Lincoln National in Q1 2025 and has held it in 6 quarters since.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.