Morgan Stanley’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
$128M Sell
3,632,194
-60,648
-2% -$2.18M 0.01% 1356
2026
Q1
$131M Sell
3,692,842
-370,061
-9% -$14.2M 0.01% 1221
2025
Q4
$181M Sell
4,062,903
-174,735
-4% -$7.28M 0.01% 1000
2025
Q3
$171M Buy
4,237,638
+333,762
+9% +$12.9M 0.01% 1024
2025
Q2
$135M Sell
3,903,876
-9,878
-0.3% -$323K 0.01% 1113
2025
Q1
$141M Buy
3,913,754
+22,100
+0.6% +$784K 0.01% 1034
2024
Q4
$123M Buy
3,891,654
+91,278
+2% +$3.04M 0.01% 1109
2024
Q3
$120M Sell
3,800,376
-108,089
-3% -$3.37M 0.01% 1113
2024
Q2
$122M Sell
3,908,465
-484,316
-11% -$14.7M 0.01% 1062
2024
Q1
$140M Sell
4,392,781
-4,103,603
-48% -$113M 0.01% 966
2023
Q4
$229M Buy
8,496,384
+3,182,964
+60% +$76.5M 0.01% 1069
2023
Q3
$131M Buy
5,313,420
+585,977
+12% +$15.3M 0.01% 899
2023
Q2
$122M Buy
4,727,443
+1,023,338
+28% +$22.5M 0.01% 960
2023
Q1
$83.2M Sell
3,704,105
-629,698
-15% -$18.7M 0.01% 1169
2022
Q4
$133M Buy
4,333,803
+351,565
+9% +$14M 0.02% 870
2022
Q3
$175M Buy
3,982,238
+62,642
+2% +$3.02M 0.02% 629
2022
Q2
$183M Buy
3,919,596
+2,170,324
+124% +$124M 0.02% 625
2022
Q1
$114M Buy
1,749,272
+98,032
+6% +$6.7M 0.02% 782
2021
Q4
$113M Sell
1,651,240
-33,831
-2% -$2.39M 0.01% 826
2021
Q3
$116M Buy
1,685,071
+97,264
+6% +$6.35M 0.02% 766
2021
Q2
$99.8M Buy
1,587,807
+10,115
+0.6% +$668K 0.01% 845
2021
Q1
$98.2M Sell
1,577,692
-342,126
-18% -$18.9M 0.01% 771
2020
Q4
$96.6M Buy
1,919,818
+256,549
+15% +$10.9M 0.01% 743
2020
Q3
$52.1M Buy
1,663,269
+208,224
+14% +$7.43M 0.01% 870
2020
Q2
$53.5M Buy
1,455,045
+173,429
+14% +$6.1M 0.01% 811
2020
Q1
$33.7M Buy
1,281,616
+497,105
+63% +$23.6M 0.01% 948
2019
Q4
$46.3M Sell
784,511
-113,403
-13% -$6.67M 0.01% 985
2019
Q3
$54.2M Buy
897,914
+103,218
+13% +$6.17M 0.01% 809
2019
Q2
$51.2M Buy
794,696
+83,979
+12% +$5.37M 0.01% 838
2019
Q1
$41.7M Sell
710,717
-194,803
-22% -$11.5M 0.01% 945
2018
Q4
$46.5M Buy
905,520
+174,894
+24% +$10.6M 0.01% 847
2018
Q3
$49.4M Sell
730,626
-12,788
-2% -$844K 0.01% 974
2018
Q2
$46.3M Sell
743,414
-9,592
-1% -$656K 0.01% 964
2018
Q1
$55M Sell
753,006
-19,422
-3% -$1.52M 0.02% 865
2017
Q4
$59.4M Buy
772,428
+20,751
+3% +$1.57M 0.02% 840
2017
Q3
$55.2M Sell
751,677
-534,509
-42% -$37.7M 0.02% 846
2017
Q2
$86.9M Sell
1,286,186
-840,831
-40% -$55.6M 0.03% 622
2017
Q1
$139M Buy
2,127,017
+645,865
+44% +$44.2M 0.04% 436
2016
Q4
$98.2M Buy
1,481,152
+436,398
+42% +$25.4M 0.03% 547
2016
Q3
$49.1M Sell
1,044,754
-74,793
-7% -$3.35M 0.02% 867
2016
Q2
$43.4M Sell
1,119,547
-664,687
-37% -$28.2M 0.02% 878
2016
Q1
$69.9M Buy
1,784,234
+358,152
+25% +$14M 0.03% 598
2015
Q4
$71.7M Buy
1,426,082
+687,459
+93% +$36M 0.03% 620
2015
Q3
$35.1M Sell
738,623
-629,099
-46% -$33.7M 0.01% 1002
2015
Q2
$81M Buy
1,367,722
+249,450
+22% +$14.6M 0.03% 609
2015
Q1
$64.3M Buy
1,118,272
+322,282
+40% +$18M 0.02% 705
2014
Q4
$45.9M Buy
795,990
+137,924
+21% +$7.51M 0.02% 911
2014
Q3
$35.3M Sell
658,066
-53,410
-8% -$2.84M 0.01% 1016
2014
Q2
$36.6M Sell
711,476
-24,609
-3% -$1.22M 0.01% 977
2014
Q1
$37.3M Sell
736,085
-291,785
-28% -$14.7M 0.02% 916
2013
Q4
$53.1M Buy
1,027,870
+56,513
+6% +$2.71M 0.02% 700
2013
Q3
$40.8M Buy
971,357
+229
+0% +$9.67K 0.02% 777
2013
Q2
$35.4M Buy
+971,128
New +$33.1M 0.02% 812

Other funds holding LNC

Morgan Stanley's LNC Position: Q2 2026 in Review

Morgan Stanley reduced its Lincoln National (LNC) stake by 1.6% in Q2 2026, selling an estimated $2.18M and leaving 3,632,194 shares worth $128M. The position accounts for 0.01% of the portfolio, ranked #1356.

Morgan Stanley first reported a position in LNC in Q2 2013 and has held it in 53 quarters since. The position peaked at $229M in Q4 2023. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Morgan Stanley held 3,632,194 shares of Lincoln National worth $128M as of Q2 2026.
  • Morgan Stanley sold 60,648 Lincoln National shares in Q2 2026, an estimated $2.18M.
  • Lincoln National made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1356 holding.
  • Morgan Stanley first reported a position in Lincoln National in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's Lincoln National position peaked at $229M in Q4 2023.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.