MTM Investment Management’s Lincoln National LNC Stock Holding History

MTM Investment 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	$658K	Hold	18,612	–	–	0.19%	116
2026 Q1	$661K	Hold	18,612	–	–	0.21%	107
2025 Q4	$829K	Hold	18,612	–	–	0.26%	90
2025 Q3	$751K	Hold	18,612	–	–	0.24%	99
2025 Q2	$644K	Hold	18,612	–	–	0.22%	103
2025 Q1	$670K	Hold	18,612	–	–	0.26%	96
2024 Q4	$590K	Hold	18,612	–	–	0.23%	101
2024 Q3	$593K	Hold	18,612	–	–	0.23%	101
2024 Q2	$579K	Hold	18,612	–	–	0.24%	97
2024 Q1	$594K	Hold	18,612	–	–	0.25%	99
2023 Q4	$502K	Sell	18,612 -761	-4%	-$18.3K	0.23%	103
2023 Q3	$478K	Hold	19,373	–	–	0.24%	96
2023 Q2	$499K	Hold	19,373	–	–	0.24%	98
2023 Q1	$435K	Hold	19,373	–	–	0.22%	105
2022 Q4	$595K	Buy	19,373 +450	+2%	+$17.9K	0.31%	92
2022 Q3	$831K	Hold	18,923	–	–	0.47%	64
2022 Q2	$901K	Hold	18,923	–	–	0.49%	61
2022 Q1	$1.24M	Hold	18,923	–	–	0.6%	48
2021 Q4	$1.29M	Hold	18,923	–	–	0.61%	47
2021 Q3	$1.3M	Hold	18,923	–	–	0.71%	43
2021 Q2	$1.19M	Hold	18,923	–	–	0.62%	50
2021 Q1	$1.18M	Hold	18,923	–	–	0.66%	48
2020 Q4	$952K	Buy	+18,923	New	+$805K	0.59%	57

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

MTM Investment Management's LNC Position: Q2 2026 in Review

MTM Investment Management held its Lincoln National (LNC) position steady in Q2 2026 at 18,612 shares worth $658K. The position accounts for 0.19% of the portfolio, ranked #116.

MTM Investment Management first reported a position in LNC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.3M in Q3 2021. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

MTM Investment Management held 18,612 shares of Lincoln National worth $658K as of Q2 2026.
MTM Investment Management left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up 0.19% of MTM Investment Management's portfolio in Q2 2026, its #116 holding.
MTM Investment Management first reported a position in Lincoln National in Q4 2020 and has held it in 23 quarters since.
MTM Investment Management's Lincoln National position peaked at $1.3M in Q3 2021.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.