Mowery & Schoenfeld Wealth Management’s Lincoln National LNC Stock Holding History

Mowery & Schoenfeld Wealth 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	$824	Hold	23	–	–	﹤0.01%	346
2026 Q1	$827	Hold	23	–	–	﹤0.01%	337
2025 Q4	$1.04K	Hold	23	–	–	﹤0.01%	449
2025 Q3	$940	Hold	23	–	–	﹤0.01%	364
2025 Q2	$806	Hold	23	–	–	﹤0.01%	366
2025 Q1	$837	Sell	23 -4	-15%	-$142	﹤0.01%	421
2024 Q4	$857	Buy	+27	New	+$900	﹤0.01%	453

Other funds holding LNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's LNC Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Lincoln National (LNC) position steady in Q2 2026 at 23 shares worth $824. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Mowery & Schoenfeld Wealth Management first reported a position in LNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04K in Q4 2025. 376 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 23 shares of Lincoln National worth $824 as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #346 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Lincoln National in Q4 2024 and has held it in 7 quarters since.
Mowery & Schoenfeld Wealth Management's Lincoln National position peaked at $1.04K in Q4 2025.
376 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.