HWA
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HHM Wealth Advisors’s Lincoln National LNC Stock Holding History

HHM Wealth 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 		$12.3K Sell
348
-565
-62% -$20.3K ﹤0.01% 603
2026
Q1 		$32.4K Hold
913
– – ﹤0.01% 432
2025
Q4 		$40.7K Hold
913
– – ﹤0.01% 391
2025
Q3 		$36.8K Hold
913
– – ﹤0.01% 418
2025
Q2 		$31.6K Hold
913
– – ﹤0.01% 442
2025
Q1 		$32.8K Hold
913
– – ﹤0.01% 428
2024
Q4 		$29K Hold
913
– – ﹤0.01% 443
2024
Q3 		$28.8K Hold
913
– – ﹤0.01% 419
2024
Q2 		$28.4K Hold
913
– – ﹤0.01% 410
2024
Q1 		$29.2K Buy
+913
New +$25.2K ﹤0.01% 364

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

HHM Wealth Advisors's LNC Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Lincoln National (LNC) stake by 62% in Q2 2026, selling an estimated $20.3K and leaving 348 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

HHM Wealth Advisors first reported a position in LNC in Q1 2024 and has held it in 10 quarters since. The position peaked at $40.7K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • HHM Wealth Advisors held 348 shares of Lincoln National worth $12.3K as of Q2 2026.
  • HHM Wealth Advisors sold 565 Lincoln National shares in Q2 2026, an estimated $20.3K.
  • Lincoln National made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #603 holding.
  • HHM Wealth Advisors first reported a position in Lincoln National in Q1 2024 and has held it in 10 quarters since.
  • HHM Wealth Advisors's Lincoln National position peaked at $40.7K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.