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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
2023
Q2 		– Sell
-28,093
Closed -$631K – 348
2023
Q1 		$631K Buy
+28,093
New +$835K 0.07% 217

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M Holdings Securities's LNC Position: Q1 2026 in Review

M Holdings Securities increased its Lincoln National (LNC) stake by 42% in Q1 2026, buying an estimated $636K and bringing the position to 56,076 shares worth $1.95M. The position accounts for 0.13% of the portfolio, ranked #131.

M Holdings Securities first reported a position in LNC in Q3 2023 and has held it in 7 quarters since. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • M Holdings Securities held 56,076 shares of Lincoln National worth $1.95M as of Q1 2026.
  • M Holdings Securities bought 16,561 Lincoln National shares in Q1 2026, an estimated $636K.
  • Lincoln National made up 0.13% of M Holdings Securities's portfolio in Q1 2026, its #131 holding.
  • M Holdings Securities first reported a position in Lincoln National in Q3 2023 and has held it in 7 quarters since.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.