HIM
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Hillsdale Investment Management’s Lincoln National LNC Stock Holding History

Hillsdale Investment Management’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 		– Sell
-400
Closed -$14.2K – 721
2026
Q1 		$14.2K Buy
+400
New +$15.4K ﹤0.01% 625
2025
Q4 		– Sell
-1,250
Closed -$50.4K – 718
2025
Q3 		$50.4K Sell
1,250
-17,900
-93% -$692K ﹤0.01% 506
2025
Q2 		$663K Sell
19,150
-23,720
-55% -$776K 0.02% 375
2025
Q1 		$1.54M Buy
42,870
+41,370
+2,758% +$1.47M 0.08% 224
2024
Q4 		$47.6K Buy
1,500
+350
+30% +$11.7K ﹤0.01% 450
2024
Q3 		$36.2K Buy
+1,150
New +$35.9K ﹤0.01% 464
2023
Q2 		– Sell
-18,150
Closed -$408K – 607
2023
Q1 		$408K Buy
+18,150
New +$540K 0.03% 373
2019
Q3 		– Sell
-7,930
Closed -$510K – 652
2019
Q2 		$510K Hold
7,930
– – 0.05% 332
2019
Q1 		$465K Buy
+7,930
New +$470K 0.04% 335
2018
Q2 		– Sell
-110
Closed -$8K – 523
2018
Q1 		$8K Hold
110
– – ﹤0.01% 359
2017
Q4 		$8K Hold
110
– – ﹤0.01% 368
2017
Q3 		$8K Sell
110
-740
-87% -$52.2K ﹤0.01% 366
2017
Q2 		$57K Buy
850
+110
+15% +$7.27K 0.01% 309
2017
Q1 		$48K Sell
740
-3,360
-82% -$230K 0.01% 306
2016
Q4 		$272K Buy
+4,100
New +$238K 0.06% 258

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 $3.38T AUM 44.17% 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

Hillsdale Investment Management's LNC Position: Q2 2026 in Review

Hillsdale Investment Management sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 400 shares — an estimated $14.2K sold.

Hillsdale Investment Management first reported a position in LNC in Q4 2016 and held it in 15 quarters. The position peaked at $1.54M in Q1 2025. 619 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Hillsdale Investment Management reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • Hillsdale Investment Management sold 400 Lincoln National shares in Q2 2026, an estimated $14.2K.
  • Hillsdale Investment Management first reported a position in Lincoln National in Q4 2016 and held it in 15 quarters.
  • Hillsdale Investment Management's Lincoln National position peaked at $1.54M in Q1 2025.
  • 619 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.