Investors Research Corp’s Lincoln National LNC Stock Holding History

Investors Research Corp’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 Q3	$357K	Sell	8,857 -325	-4%	-$13.9K	0.06%	205
2026 Q2	$325K	Sell	9,182 -325	-3%	-$11.7K	0.06%	209
2026 Q1	$337K	Sell	9,507 -700	-7%	-$26.9K	0.06%	213
2025 Q4	$455K	Hold	10,207	–	–	0.08%	215
2025 Q3	$412K	Hold	10,207	–	–	0.08%	224
2025 Q2	$353K	Hold	10,207	–	–	0.07%	241
2025 Q1	$367K	Hold	10,207	–	–	0.08%	226
2024 Q4	$324K	Hold	10,207	–	–	0.07%	245
2024 Q3	$322K	Hold	10,207	–	–	0.07%	254
2024 Q2	$317K	Hold	10,207	–	–	0.07%	264
2024 Q1	$326K	Buy	10,207 +1,900	+23%	+$52.5K	0.08%	268
2023 Q4	$224K	Sell	8,307 -2,100	-20%	-$50.5K	0.05%	310
2023 Q3	$257K	Hold	10,407	–	–	0.07%	287
2023 Q2	$268K	Hold	10,407	–	–	0.07%	292
2023 Q1	$234K	Buy	10,407 +332	+3%	+$9.87K	0.06%	302
2022 Q4	$310K	Buy	10,075 +8,775	+675%	+$348K	0.08%	266
2022 Q3	$57K	Hold	1,300	–	–	0.02%	471
2022 Q2	$61K	Hold	1,300	–	–	0.02%	482
2022 Q1	$85K	Hold	1,300	–	–	0.02%	444
2021 Q4	$89K	Hold	1,300	–	–	0.03%	430
2021 Q3	$89K	Hold	1,300	–	–	0.03%	416
2021 Q2	$82K	Hold	1,300	–	–	0.03%	442
2021 Q1	$81K	Hold	1,300	–	–	0.03%	420
2020 Q4	$65K	Hold	1,300	–	–	0.03%	485
2020 Q3	$41K	Hold	1,300	–	–	0.02%	546
2020 Q2	$48K	Hold	1,300	–	–	0.02%	496
2020 Q1	$34K	Hold	1,300	–	–	0.02%	509
2019 Q4	$77K	Hold	1,300	–	–	0.04%	452
2019 Q3	$78K	Hold	1,300	–	–	0.04%	440
2019 Q2	$84K	Hold	1,300	–	–	0.04%	414
2019 Q1	$76K	Buy	+1,300	New	+$77K	0.04%	435

Other funds holding LNC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Investors Research Corp's LNC Position: Q3 2026 in Review

Investors Research Corp reduced its Lincoln National (LNC) stake by 3.5% in Q3 2026, selling an estimated $13.9K and leaving 8,857 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #205.

Investors Research Corp first reported a position in LNC in Q1 2019 and has held it in 31 quarters since. The position peaked at $455K in Q4 2025. 31 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

Investors Research Corp held 8,857 shares of Lincoln National worth $357K as of Q3 2026.
Investors Research Corp sold 325 Lincoln National shares in Q3 2026, an estimated $13.9K.
Lincoln National made up 0.06% of Investors Research Corp's portfolio in Q3 2026, its #205 holding.
Investors Research Corp first reported a position in Lincoln National in Q1 2019 and has held it in 31 quarters since.
Investors Research Corp's Lincoln National position peaked at $455K in Q4 2025.
31 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.