Measured Wealth Private Client Group’s Lincoln National LNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$71.8K Sell
2,030
-2,927
-59% -$105K 0.02% 275
2026
Q1
$176K Sell
4,957
-15,752
-76% -$605K 0.05% 199
2025
Q4
$922K Buy
20,709
+12,279
+146% +$511K 0.24% 59
2025
Q3
$340K Buy
8,430
+57
+0.7% +$2.2K 0.09% 126
2025
Q2
$290K Buy
8,373
+1,805
+27% +$59K 0.09% 145
2025
Q1
$236K Buy
+6,568
New +$233K 0.08% 153

Other funds holding LNC

Measured Wealth Private Client Group's LNC Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Lincoln National (LNC) stake by 59% in Q2 2026, selling an estimated $105K and leaving 2,030 shares worth $71.8K. The position accounts for 0.02% of the portfolio, ranked #275.

Measured Wealth Private Client Group first reported a position in LNC in Q1 2025 and has held it in 6 quarters since. The position peaked at $922K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Measured Wealth Private Client Group held 2,030 shares of Lincoln National worth $71.8K as of Q2 2026.
  • Measured Wealth Private Client Group sold 2,927 Lincoln National shares in Q2 2026, an estimated $105K.
  • Lincoln National made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #275 holding.
  • Measured Wealth Private Client Group first reported a position in Lincoln National in Q1 2025 and has held it in 6 quarters since.
  • Measured Wealth Private Client Group's Lincoln National position peaked at $922K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.