Horizon Investments’s Lincoln National LNC Stock Holding History

Horizon Investments’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	$350	Sell	10 -10	-50%	-$360	﹤0.01%	1366
2026 Q1	$701	Buy	20 +10	+100%	+$384	﹤0.01%	1337
2025 Q4	$441	Hold	10	–	–	﹤0.01%	1268
2025 Q3	$399	Hold	10	–	–	﹤0.01%	1149
2025 Q2	$342	Hold	10	–	–	﹤0.01%	1090
2025 Q1	$354	Sell	10 -366	-97%	-$13K	﹤0.01%	841
2024 Q4	$11.8K	Buy	+376	New	+$12.5K	﹤0.01%	672
2023 Q4	–	Sell	-2,476	Closed	-$59.9K	–	841
2023 Q3	$59.9K	Sell	2,476 -2,015	-45%	-$52.7K	﹤0.01%	624
2023 Q2	$114K	Buy	4,491 +150	+3%	+$3.29K	﹤0.01%	600
2023 Q1	$95.5K	Buy	+4,341	New	+$129K	﹤0.01%	604
2022 Q2	–	Sell	-3,592	Closed	-$233K	–	507
2022 Q1	$233K	Buy	+3,592	New	+$245K	0.01%	483
2019 Q3	–	Sell	-4,553	Closed	-$293K	–	493
2019 Q2	$293K	Buy	4,553 +907	+25%	+$58K	0.01%	396
2019 Q1	$213K	Buy	+3,646	New	+$216K	0.01%	382

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Horizon Investments's LNC Position: Q2 2026 in Review

Horizon Investments reduced its Lincoln National (LNC) stake by 50% in Q2 2026, selling an estimated $360 and leaving 10 shares worth $350. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Horizon Investments first reported a position in LNC in Q1 2019 and has held it in 13 quarters since. The position peaked at $293K in Q2 2019. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Horizon Investments held 10 shares of Lincoln National worth $350 as of Q2 2026.
Horizon Investments sold 10 Lincoln National shares in Q2 2026, an estimated $360.
Lincoln National made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1366 holding.
Horizon Investments first reported a position in Lincoln National in Q1 2019 and has held it in 13 quarters since.
Horizon Investments's Lincoln National position peaked at $293K in Q2 2019.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.