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Institute for Wealth Management’s Lincoln National LNC Stock Holding History

Institute for Wealth 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 		$88.8K Buy
+2,513
New +$90.4K 0.01% 714
2018
Q1 		– Sell
-3,311
Closed -$251K – 338
2017
Q4 		$251K Buy
+3,311
New +$251K 0.06% 327
2017
Q3 		– Sell
-3,311
Closed -$227K – 326
2017
Q2 		$227K Buy
+3,311
New +$219K 0.06% 354

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

Institute for Wealth Management's LNC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Lincoln National (LNC) in Q2 2026: 2,513 shares worth $88.8K. The stake represents 0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in LNC as recently as Q4 2017.

Institute for Wealth Management first reported a position in LNC in Q2 2017 and has held it in 3 quarters since. The position peaked at $251K in Q4 2017. 620 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Institute for Wealth Management held 2,513 shares of Lincoln National worth $88.8K as of Q2 2026.
  • Lincoln National was a new Institute for Wealth Management position in Q2 2026.
  • Lincoln National made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #714 holding.
  • Institute for Wealth Management first reported a position in Lincoln National in Q2 2017 and has held it in 3 quarters since.
  • Institute for Wealth Management's Lincoln National position peaked at $251K in Q4 2017.
  • 620 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.