Meridian Investment Counsel’s Lincoln National LNC Stock Holding History

Meridian Investment Counsel’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	$204K	Sell	5,757 -3,340	-37%	-$120K	0.04%	244
2026 Q1	$323K	Hold	9,097	–	–	0.08%	188
2025 Q4	$405K	Sell	9,097 -300	-3%	-$12.5K	0.1%	173
2025 Q3	$379K	Sell	9,397 -150	-2%	-$5.8K	0.09%	173
2025 Q2	$330K	Sell	9,547 -15	-0.2%	-$491	0.09%	173
2025 Q1	$343K	Hold	9,562	–	–	0.1%	163
2024 Q4	$303K	Sell	9,562 -1,143	-11%	-$38.1K	0.09%	180
2024 Q3	$337K	Sell	10,705 -450	-4%	-$14K	0.1%	163
2024 Q2	$347K	Hold	11,155	–	–	0.11%	162
2024 Q1	$356K	Hold	11,155	–	–	0.12%	162
2023 Q4	$301K	Buy	11,155 +500	+5%	+$12K	0.1%	174
2023 Q3	$263K	Sell	10,655 -250	-2%	-$6.54K	0.1%	179
2023 Q2	$281K	Buy	10,905 +150	+1%	+$3.29K	0.1%	175
2023 Q1	$242K	Buy	10,755 +95	+0.9%	+$2.83K	0.09%	182
2022 Q4	$327K	Buy	10,660 +955	+10%	+$37.9K	0.13%	155
2022 Q3	$426K	Buy	9,705 +1,715	+21%	+$82.6K	0.19%	122
2022 Q2	$374K	Buy	7,990 +3,340	+72%	+$190K	0.15%	138
2022 Q1	$304K	Buy	4,650 +454	+11%	+$31K	0.11%	175
2021 Q4	$286K	Hold	4,196	–	–	0.1%	176
2021 Q3	$288K	Hold	4,196	–	–	0.1%	169
2021 Q2	$264K	Hold	4,196	–	–	0.09%	172
2021 Q1	$261K	Hold	4,196	–	–	0.1%	162
2020 Q4	$211K	Buy	+4,196	New	+$178K	0.09%	176

Other funds holding LNC

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

CCM

Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Meridian Investment Counsel's LNC Position: Q2 2026 in Review

Meridian Investment Counsel reduced its Lincoln National (LNC) stake by 37% in Q2 2026, selling an estimated $120K and leaving 5,757 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #244.

Meridian Investment Counsel first reported a position in LNC in Q4 2020 and has held it in 23 quarters since. The position peaked at $426K in Q3 2022. 216 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Meridian Investment Counsel held 5,757 shares of Lincoln National worth $204K as of Q2 2026.
Meridian Investment Counsel sold 3,340 Lincoln National shares in Q2 2026, an estimated $120K.
Lincoln National made up 0.04% of Meridian Investment Counsel's portfolio in Q2 2026, its #244 holding.
Meridian Investment Counsel first reported a position in Lincoln National in Q4 2020 and has held it in 23 quarters since.
Meridian Investment Counsel's Lincoln National position peaked at $426K in Q3 2022.
216 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.