Loudon Investment Management’s Lincoln National LNC Stock Holding History

Loudon Investment 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	$4.45M	Sell	126,004 -9,485	-7%	-$341K	2.19%	16
2026 Q1	$4.81M	Hold	135,489	–	–	2.59%	12
2025 Q4	$6.03M	Sell	135,489 -4,075	-3%	-$170K	3.15%	7
2025 Q3	$5.63M	Hold	139,564	–	–	2.95%	7
2025 Q2	$4.83M	Buy	139,564 +4,950	+4%	+$162K	2.67%	11
2025 Q1	$4.83M	Buy	134,614 +6,065	+5%	+$215K	2.76%	10
2024 Q4	$4.08M	Buy	128,549 +275	+0.2%	+$9.16K	2.32%	14
2024 Q3	$4.04M	Buy	128,274 +8,040	+7%	+$251K	2.21%	17
2024 Q2	$3.74M	Buy	120,234 +5,560	+5%	+$168K	2.2%	17
2024 Q1	$3.66M	Buy	+114,674	New	+$3.17M	2.1%	18

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loudon Investment Management's LNC Position: Q2 2026 in Review

Loudon Investment Management reduced its Lincoln National (LNC) stake by 7% in Q2 2026, selling an estimated $341K and leaving 126,004 shares worth $4.45M. The position accounts for 2.19% of the portfolio, ranked #16.

Loudon Investment Management first reported a position in LNC in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.03M in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Loudon Investment Management held 126,004 shares of Lincoln National worth $4.45M as of Q2 2026.
Loudon Investment Management sold 9,485 Lincoln National shares in Q2 2026, an estimated $341K.
Lincoln National made up 2.19% of Loudon Investment Management's portfolio in Q2 2026, its #16 holding.
Loudon Investment Management first reported a position in Lincoln National in Q1 2024 and has held it in 10 quarters since.
Loudon Investment Management's Lincoln National position peaked at $6.03M in Q4 2025.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

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