NewEdge Advisors’s Lincoln National LNC Stock Holding History

NewEdge Advisors’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	$1.02M	Buy	28,982 +4,486	+18%	+$161K	﹤0.01%	1642
2026 Q1	$870K	Sell	24,496 -38	-0.2%	-$1.46K	﹤0.01%	1586
2025 Q4	$1.09M	Sell	24,534 -24,570	-50%	-$1.02M	﹤0.01%	1434
2025 Q3	$1.98M	Buy	49,104 +196	+0.4%	+$7.58K	0.01%	1020
2025 Q2	$1.69M	Buy	48,908 +6,688	+16%	+$219K	0.01%	1019
2025 Q1	$1.52M	Sell	42,220 -2,600	-6%	-$92.2K	0.01%	982
2024 Q4	$1.42M	Buy	44,820 +4,578	+11%	+$153K	0.01%	989
2024 Q3	$1.27M	Buy	40,242 +2,557	+7%	+$79.7K	0.01%	991
2024 Q2	$1.17M	Buy	37,685 +5,003	+15%	+$151K	0.01%	991
2024 Q1	$1.04M	Buy	32,682 +2,463	+8%	+$68K	0.01%	982
2023 Q4	$847K	Buy	30,219 +2,567	+9%	+$61.7K	0.01%	1020
2023 Q3	$683K	Buy	27,652 +2,279	+9%	+$59.6K	0.01%	1041
2023 Q2	$654K	Buy	25,373 +24,609	+3,221%	+$540K	0.01%	1055
2023 Q1	$17.2K	Sell	764 -5,166	-87%	-$154K	﹤0.01%	2388
2022 Q4	$172K	Sell	5,930 -7,498	-56%	-$298K	﹤0.01%	1235
2022 Q3	$590K	Sell	13,428 -137	-1%	-$6.6K	0.01%	888
2022 Q2	$635K	Buy	+13,565	New	+$774K	0.01%	875
2022 Q1	–	Sell	-9,268	Closed	-$633K	–	1416
2021 Q4	$633K	Buy	+9,268	New	+$654K	0.01%	962
2017 Q3	–	Sell	-232	Closed	-$16.4K	–	787
2017 Q2	$16.4K	Buy	+232	New	+$15.3K	﹤0.01%	798

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

NewEdge Advisors's LNC Position: Q2 2026 in Review

NewEdge Advisors increased its Lincoln National (LNC) stake by 18% in Q2 2026, buying an estimated $161K and bringing the position to 28,982 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

NewEdge Advisors first reported a position in LNC in Q2 2017 and has held it in 19 quarters since. The position peaked at $1.98M in Q3 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

NewEdge Advisors held 28,982 shares of Lincoln National worth $1.02M as of Q2 2026.
NewEdge Advisors bought 4,486 Lincoln National shares in Q2 2026, an estimated $161K.
Lincoln National made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1642 holding.
NewEdge Advisors first reported a position in Lincoln National in Q2 2017 and has held it in 19 quarters since.
NewEdge Advisors's Lincoln National position peaked at $1.98M in Q3 2025.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.