JPL Wealth Management’s Lincoln National LNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$25.9K Buy
734
+13
+2% +$467 0.01% 384
2026
Q1
$25.6K Buy
+721
New +$27.7K 0.01% 350
2025
Q4
Sell
-721
Closed -$29.1K 674
2025
Q3
$29.1K Buy
+721
New +$27.9K 0.01% 325

Other funds holding LNC

JPL Wealth Management's LNC Position: Q2 2026 in Review

JPL Wealth Management increased its Lincoln National (LNC) stake by 1.8% in Q2 2026, buying an estimated $467 and bringing the position to 734 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #384.

JPL Wealth Management first reported a position in LNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $29.1K in Q3 2025. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • JPL Wealth Management held 734 shares of Lincoln National worth $25.9K as of Q2 2026.
  • JPL Wealth Management bought 13 Lincoln National shares in Q2 2026, an estimated $467.
  • Lincoln National made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #384 holding.
  • JPL Wealth Management first reported a position in Lincoln National in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Lincoln National position peaked at $29.1K in Q3 2025.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.