North Star Investment Management’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 | $305K | Hold |
8,615
| – | – | 0.02% | 457 |
|
|
2026
Q1 | $306K | Hold |
8,615
| – | – | 0.02% | 442 |
|
|
2025
Q4 | $384K | Buy |
8,615
+3,000
| +53% | +$125K | 0.02% | 361 |
|
|
2025
Q3 | $226K | Hold |
5,615
| – | – | 0.01% | 419 |
|
|
2025
Q2 | $194K | Hold |
5,615
| – | – | 0.01% | 427 |
|
|
2025
Q1 | $202K | Hold |
5,615
| – | – | 0.01% | 412 |
|
|
2024
Q4 | $178K | Hold |
5,615
| – | – | 0.01% | 427 |
|
|
2024
Q3 | $177K | Hold |
5,615
| – | – | 0.01% | 427 |
|
|
2024
Q2 | $175K | Sell |
5,615
-1,286
| -19% | -$38.9K | 0.01% | 427 |
|
|
2024
Q1 | $220K | Buy |
6,901
+1,286
| +23% | +$35.5K | 0.02% | 404 |
|
|
2023
Q4 | $151K | Sell |
5,615
-11
| -0.2% | -$264 | 0.01% | 449 |
|
|
2023
Q3 | $139K | Hold |
5,626
| – | – | 0.01% | 459 |
|
|
2023
Q2 | $145K | Hold |
5,626
| – | – | 0.01% | 461 |
|
|
2023
Q1 | $126K | Hold |
5,626
| – | – | 0.01% | 489 |
|
|
2022
Q4 | $173K | Buy |
5,626
+11
| +0.2% | +$437 | 0.02% | 428 |
|
|
2022
Q3 | $247K | Hold |
5,615
| – | – | 0.02% | 354 |
|
|
2022
Q2 | $263K | Hold |
5,615
| – | – | 0.02% | 347 |
|
|
2022
Q1 | $367K | Sell |
5,615
-1,286
| -19% | -$87.9K | 0.03% | 326 |
|
|
2021
Q4 | $471K | Buy |
6,901
+1,286
| +23% | +$90.7K | 0.03% | 309 |
|
|
2021
Q3 | $386K | Hold |
5,615
| – | – | 0.03% | 321 |
|
|
2021
Q2 | $353K | Hold |
5,615
| – | – | 0.03% | 329 |
|
|
2021
Q1 | $350K | Hold |
5,615
| – | – | 0.03% | 310 |
|
|
2020
Q4 | $282K | Hold |
5,615
| – | – | 0.03% | 322 |
|
|
2020
Q3 | $176K | Hold |
5,615
| – | – | 0.02% | 358 |
|
|
2020
Q2 | $207K | Hold |
5,615
| – | – | 0.03% | 326 |
|
|
2020
Q1 | $148K | Hold |
5,615
| – | – | 0.02% | 356 |
|
|
2019
Q4 | $331K | Hold |
5,615
| – | – | 0.03% | 312 |
|
|
2019
Q3 | $339K | Hold |
5,615
| – | – | 0.04% | 306 |
|
|
2019
Q2 | $362K | Hold |
5,615
| – | – | 0.04% | 307 |
|
|
2019
Q1 | $330K | Hold |
5,615
| – | – | 0.04% | 315 |
|
|
2018
Q4 | $288K | Hold |
5,615
| – | – | 0.04% | 301 |
|
|
2018
Q3 | $380K | Hold |
5,615
| – | – | 0.04% | 288 |
|
|
2018
Q2 | $350K | Hold |
5,615
| – | – | 0.04% | 295 |
|
|
2018
Q1 | $410K | Hold |
5,615
| – | – | 0.05% | 282 |
|
|
2017
Q4 | $432K | Buy |
5,615
+1,749
| +45% | +$132K | 0.05% | 271 |
|
|
2017
Q3 | $284K | Hold |
3,866
| – | – | 0.04% | 310 |
|
|
2017
Q2 | $261K | Hold |
3,866
| – | – | 0.03% | 317 |
|
|
2017
Q1 | $253K | Buy |
3,866
+580
| +18% | +$39.7K | 0.03% | 311 |
|
|
2016
Q4 | $218K | Hold |
3,286
| – | – | 0.03% | 313 |
|
|
2016
Q3 | $154K | Hold |
3,286
| – | – | 0.03% | 304 |
|
|
2016
Q2 | $127K | Buy |
+3,286
| New | +$139K | 0.02% | 320 |
|
Other funds holding LNC
FAMI
CCM
LSERS
NGA
PFSRSONJ
WC
North Star Investment Management's LNC Position: Q2 2026 in Review
North Star Investment Management held its Lincoln National (LNC) position steady in Q2 2026 at 8,615 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #457.
North Star Investment Management first reported a position in LNC in Q2 2016 and has held it in 41 quarters since. The position peaked at $471K in Q4 2021. 176 funds tracked by Wall St. Rank hold LNC as of Q2 2026.
- North Star Investment Management held 8,615 shares of Lincoln National worth $305K as of Q2 2026.
- North Star Investment Management left its Lincoln National share count unchanged in Q2 2026.
- Lincoln National made up 0.02% of North Star Investment Management's portfolio in Q2 2026, its #457 holding.
- North Star Investment Management first reported a position in Lincoln National in Q2 2016 and has held it in 41 quarters since.
- North Star Investment Management's Lincoln National position peaked at $471K in Q4 2021.
- 176 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.
Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.