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 $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 $3.38T AUM 44.17% 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. 620 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.
620 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.