Loring Wolcott & Coolidge Fiduciary Advisors’s Lincoln National LNC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$62K	Buy	1,753 +100	+6%	+$3.6K	﹤0.01%	424
2026 Q1	$56.5K	Sell	1,653 -104	-6%	-$4K	﹤0.01%	418
2025 Q4	$71.8K	Buy	1,757 +104	+6%	+$4.33K	﹤0.01%	400
2025 Q3	$65K	Hold	1,653	–	–	﹤0.01%	410
2025 Q2	$57.2K	Hold	1,653	–	–	﹤0.01%	385
2025 Q1	$51K	Hold	1,653	–	–	﹤0.01%	381
2024 Q4	$56K	Hold	1,653	–	–	﹤0.01%	381
2024 Q3	$54.2K	Sell	1,653 -600	-27%	-$18.7K	﹤0.01%	381
2024 Q2	$73.9K	Hold	2,253	–	–	﹤0.01%	362
2024 Q1	$63.7K	Hold	2,253	–	–	﹤0.01%	374
2023 Q4	$61.8K	Hold	2,253	–	–	﹤0.01%	385
2023 Q3	$52.1K	Hold	2,253	–	–	﹤0.01%	414
2023 Q2	$58K	Hold	2,253	–	–	﹤0.01%	413
2023 Q1	$50.6K	Hold	2,253	–	–	﹤0.01%	404
2022 Q4	$69.2K	Hold	2,253	–	–	﹤0.01%	373
2022 Q3	$99K	Hold	2,253	–	–	﹤0.01%	351
2022 Q2	$105K	Hold	2,253	–	–	﹤0.01%	355
2022 Q1	$147K	Sell	2,253 -300	-12%	-$20.5K	﹤0.01%	333
2021 Q4	$174K	Sell	2,553 -100	-4%	-$7.05K	﹤0.01%	328
2021 Q3	$182K	Sell	2,653 -103	-4%	-$6.73K	﹤0.01%	321
2021 Q2	$173K	Buy	+2,756	New	+$182K	﹤0.01%	337
2021 Q1	–	Sell	-3,153	Closed	-$159K	–	534
2020 Q4	$159K	Buy	3,153 +1,200	+61%	+$51K	﹤0.01%	298
2020 Q3	$61K	Hold	1,953	–	–	﹤0.01%	375
2020 Q2	$72K	Hold	1,953	–	–	﹤0.01%	347
2020 Q1	$51K	Buy	1,953 +400	+26%	+$19K	﹤0.01%	373
2019 Q4	$92K	Hold	1,553	–	–	﹤0.01%	356
2019 Q3	$94K	Hold	1,553	–	–	﹤0.01%	348
2019 Q2	$100K	Hold	1,553	–	–	﹤0.01%	335
2019 Q1	$91K	Hold	1,553	–	–	﹤0.01%	331
2018 Q4	$80K	Hold	1,553	–	–	﹤0.01%	346
2018 Q3	$105K	Hold	1,553	–	–	﹤0.01%	344
2018 Q2	$97K	Sell	1,553 -7	-0.4%	-$479	﹤0.01%	357
2018 Q1	$114K	Hold	1,560	–	–	﹤0.01%	351
2017 Q4	$120K	Sell	1,560 -500	-24%	-$37.8K	﹤0.01%	346
2017 Q3	$151K	Sell	2,060 -1,993	-49%	-$141K	﹤0.01%	307
2017 Q2	$296K	Hold	4,053	–	–	0.01%	237
2017 Q1	$265K	Hold	4,053	–	–	0.01%	246
2016 Q4	$269K	Buy	4,053 +2,500	+161%	+$145K	0.01%	239
2016 Q3	$73K	Hold	1,553	–	–	﹤0.01%	363
2016 Q2	$60K	Hold	1,553	–	–	﹤0.01%	378
2016 Q1	$61K	Hold	1,553	–	–	﹤0.01%	368
2015 Q4	$78K	Sell	1,553 -1,900	-55%	-$99.4K	﹤0.01%	366
2015 Q3	$204K	Hold	3,453	–	–	0.01%	270
2015 Q2	$204K	Hold	3,453	–	–	0.01%	270
2015 Q1	$198K	Hold	3,453	–	–	0.01%	286
2014 Q4	$199K	Sell	3,453 -1,186	-26%	-$64.5K	0.01%	274
2014 Q3	$249K	Hold	4,639	–	–	0.01%	244
2014 Q2	$239K	Sell	4,639 -618	-12%	-$30.5K	0.01%	251
2014 Q1	$266K	Hold	5,257	–	–	0.01%	241
2013 Q4	$271K	Buy	5,257 +3,118	+146%	+$149K	0.01%	233
2013 Q3	$90K	Hold	2,139	–	–	﹤0.01%	320
2013 Q2	$78K	Buy	+2,139	New	+$72.9K	﹤0.01%	347

Other funds holding LNC

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Loring Wolcott & Coolidge Fiduciary Advisors's LNC Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Lincoln National (LNC) stake by 6% in Q2 2026, buying an estimated $3.6K and bringing the position to 1,753 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LNC in Q2 2013 and has held it in 52 quarters since. The position peaked at $296K in Q2 2017. 320 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,753 shares of Lincoln National worth $62K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 100 Lincoln National shares in Q2 2026, an estimated $3.6K.
Lincoln National made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #424 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Lincoln National in Q2 2013 and has held it in 52 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Lincoln National position peaked at $296K in Q2 2017.
320 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.