Miller Value Partners’s Lincoln National LNC Stock Holding History

Miller Value Partners’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	$21.3M	Buy	603,160 +32,470	+6%	+$1.17M	5.04%	6
2026 Q1	$20.3M	Buy	570,690 +65,929	+13%	+$2.53M	5.29%	4
2025 Q4	$22.5M	Sell	504,761 -15,915	-3%	-$663K	7.92%	2
2025 Q3	$21M	Sell	520,676 -48,804	-9%	-$1.89M	7.72%	2
2025 Q2	$19.7M	Buy	569,480 +50,225	+10%	+$1.64M	8.36%	1
2025 Q1	$18.6M	Buy	519,255 +25,570	+5%	+$907K	8.5%	1
2024 Q4	$15.7M	Buy	493,685 +110,470	+29%	+$3.68M	6.69%	4
2024 Q3	$12.1M	Buy	383,215 +53,440	+16%	+$1.67M	6.82%	2
2024 Q2	$10.3M	Buy	329,775 +130,785	+66%	+$3.96M	6.55%	4
2024 Q1	$6.35M	Buy	+198,990	New	+$5.5M	4.06%	11

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 $3.37T AUM 44.26% 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

Miller Value Partners's LNC Position: Q2 2026 in Review

Miller Value Partners increased its Lincoln National (LNC) stake by 5.7% in Q2 2026, buying an estimated $1.17M and bringing the position to 603,160 shares worth $21.3M. The position accounts for 5.04% of the portfolio, ranked #6.

Miller Value Partners first reported a position in LNC in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.5M in Q4 2025. 616 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Miller Value Partners held 603,160 shares of Lincoln National worth $21.3M as of Q2 2026.
Miller Value Partners bought 32,470 Lincoln National shares in Q2 2026, an estimated $1.17M.
Lincoln National made up 5.04% of Miller Value Partners's portfolio in Q2 2026, its #6 holding.
Miller Value Partners first reported a position in Lincoln National in Q1 2024 and has held it in 10 quarters since.
Miller Value Partners's Lincoln National position peaked at $22.5M in Q4 2025.
616 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Miller Value Partners's 13F filing for Q2 2026, filed 14 Aug 2026.