M Holdings Securities’s Lincoln National LNC Stock Holding History

M Holdings Securities’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	–	Sell	-56,076	Closed	-$1.95M	–	226
2026 Q1	$1.95M	Buy	56,076 +16,561	+42%	+$636K	0.13%	131
2025 Q4	$1.76M	Buy	+39,515	New	+$1.65M	0.13%	136
2025 Q2	–	Sell	-29,301	Closed	-$1.05M	–	192
2025 Q1	$1.05M	Buy	29,301 +233	+0.8%	+$8.27K	0.18%	87
2024 Q4	$922K	Buy	+29,068	New	+$969K	0.15%	91
2024 Q2	–	Sell	-29,352	Closed	-$937K	–	335
2024 Q1	$937K	Sell	29,352 -1,101	-4%	-$30.4K	0.16%	83
2023 Q4	$821K	Buy	30,453 +45	+0.1%	+$1.08K	0.09%	126
2023 Q3	$751K	Buy	+30,408	New	+$795K	0.1%	136

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

M Holdings Securities's LNC Position: Q2 2026 in Review

M Holdings Securities sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 56,076 shares — an estimated $1.95M sold.

M Holdings Securities first reported a position in LNC in Q3 2023 and held it in 7 quarters. The position peaked at $1.95M in Q1 2026. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

M Holdings Securities reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 56,076 Lincoln National shares in Q2 2026, an estimated $1.95M.
M Holdings Securities first reported a position in Lincoln National in Q3 2023 and held it in 7 quarters.
M Holdings Securities's Lincoln National position peaked at $1.95M in Q1 2026.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.