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HM Payson & Co’s Lincoln National LNC Stock Holding History

HM Payson & Co’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 		$45.6K Hold
1,291
– – ﹤0.01% 728
2026
Q1 		$45.8K Hold
1,291
– – ﹤0.01% 703
2025
Q4 		$57.5K Hold
1,291
– – ﹤0.01% 673
2025
Q3 		$52.1K Buy
1,291
+350
+37% +$13.5K ﹤0.01% 679
2025
Q2 		$32.6K Hold
941
– – ﹤0.01% 714
2025
Q1 		$33.8K Hold
941
– – ﹤0.01% 710
2024
Q4 		$29.8K Hold
941
– – ﹤0.01% 717
2024
Q3 		$29.7K Buy
941
+45
+5% +$1.4K ﹤0.01% 712
2024
Q2 		$27.9K Sell
896
-150
-14% -$4.54K ﹤0.01% 701
2024
Q1 		$33.4K Buy
1,046
+150
+17% +$4.14K ﹤0.01% 668
2023
Q4 		$24.2K Hold
896
– – ﹤0.01% 706
2023
Q3 		$22.1K Hold
896
– – ﹤0.01% 714
2023
Q2 		$23.1K Hold
896
– – ﹤0.01% 696
2023
Q1 		$20.1K Hold
896
– – ﹤0.01% 711
2022
Q4 		$27.5K Hold
896
– – ﹤0.01% 638
2022
Q3 		$39K Sell
896
-123
-12% -$5.92K ﹤0.01% 610
2022
Q2 		$48K Hold
1,019
– – ﹤0.01% 579
2022
Q1 		$67K Hold
1,019
– – ﹤0.01% 552
2021
Q4 		$70K Hold
1,019
– – ﹤0.01% 556
2021
Q3 		$70K Hold
1,019
– – ﹤0.01% 536
2021
Q2 		$64K Sell
1,019
-377
-27% -$24.9K ﹤0.01% 547
2021
Q1 		$87K Sell
1,396
-1,798
-56% -$99.4K ﹤0.01% 505
2020
Q4 		$161K Buy
3,194
+2,298
+256% +$97.7K ﹤0.01% 418
2020
Q3 		$28K Hold
896
– – ﹤0.01% 673
2020
Q2 		$33K Hold
896
– – ﹤0.01% 582
2020
Q1 		$24K Hold
896
– – ﹤0.01% 609
2019
Q4 		$53K Sell
896
-65
-7% -$3.83K ﹤0.01% 581
2019
Q3 		$58K Buy
+961
New +$57.5K ﹤0.01% 566

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

HM Payson & Co's LNC Position: Q2 2026 in Review

HM Payson & Co held its Lincoln National (LNC) position steady in Q2 2026 at 1,291 shares worth $45.6K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

HM Payson & Co first reported a position in LNC in Q3 2019 and has held it in 28 quarters since. The position peaked at $161K in Q4 2020. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • HM Payson & Co held 1,291 shares of Lincoln National worth $45.6K as of Q2 2026.
  • HM Payson & Co left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #728 holding.
  • HM Payson & Co first reported a position in Lincoln National in Q3 2019 and has held it in 28 quarters since.
  • HM Payson & Co's Lincoln National position peaked at $161K in Q4 2020.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.