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MAI Capital Management’s Lincoln National LNC Stock Holding History

MAI Capital 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 		– Sell
-2,164
Closed -$76.8K – 3562
2026
Q1 		$76.8K Buy
2,164
+9
+0.4% +$346 ﹤0.01% 1967
2025
Q4 		$96K Sell
2,155
-141
-6% -$5.87K ﹤0.01% 1669
2025
Q3 		$92.6K Sell
2,296
-320
-12% -$12.4K ﹤0.01% 1614
2025
Q2 		$90.5K Buy
2,616
+315
+14% +$10.3K ﹤0.01% 1536
2025
Q1 		$82.6K Buy
2,301
+352
+18% +$12.5K ﹤0.01% 1492
2024
Q4 		$61.8K Buy
+1,949
New +$65K ﹤0.01% 1660
2023
Q1 		– Sell
-8,436
Closed -$259K – 1082
2022
Q4 		$259K Buy
8,436
+241
+3% +$9.57K ﹤0.01% 817
2022
Q3 		$360K Sell
8,195
-550
-6% -$26.5K 0.01% 651
2022
Q2 		$409K Sell
8,745
-58
-0.7% -$3.31K 0.01% 600
2022
Q1 		$575K Sell
8,803
-104
-1% -$7.11K 0.01% 525
2021
Q4 		$608K Buy
8,907
+13
+0.1% +$917 0.01% 516
2021
Q3 		$611K Sell
8,894
-383
-4% -$25K 0.01% 466
2021
Q2 		$583K Buy
+9,277
New +$612K 0.01% 471

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAI Capital Management's LNC Position: Q2 2026 in Review

MAI Capital Management sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 2,164 shares — an estimated $76.8K sold.

MAI Capital Management first reported a position in LNC in Q2 2021 and held it in 13 quarters. The position peaked at $611K in Q3 2021. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • MAI Capital Management reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 2,164 Lincoln National shares in Q2 2026, an estimated $76.8K.
  • MAI Capital Management first reported a position in Lincoln National in Q2 2021 and held it in 13 quarters.
  • MAI Capital Management's Lincoln National position peaked at $611K in Q3 2021.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

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