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
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: Q1 2026 in Review

JPL Wealth Management opened a new position in Lincoln National (LNC) in Q1 2026: 721 shares worth $25.6K. The stake represents 0.01% of the portfolio and ranks #350 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in LNC as recently as Q3 2025.

JPL Wealth Management first reported a position in LNC in Q3 2025 and has held it in 2 quarters since. The position peaked at $29.1K in Q3 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • JPL Wealth Management held 721 shares of Lincoln National worth $25.6K as of Q1 2026.
  • Lincoln National was a new JPL Wealth Management position in Q1 2026.
  • Lincoln National made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #350 holding.
  • JPL Wealth Management first reported a position in Lincoln National in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Lincoln National position peaked at $29.1K in Q3 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.