Oak Harbor Wealth Partners’s Lincoln National LNC Stock Holding History

Oak Harbor Wealth Partners’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 Q1	$7.79M	Buy	219,577 +12	+0%	+$461	1.83%	10
2025 Q4	$9.78M	Sell	219,565 -110	-0.1%	-$4.58K	2.35%	7
2025 Q3	$8.86M	Sell	219,675 -19	-0%	-$735	2.19%	8
2025 Q2	$7.6M	Buy	219,694 +110	+0.1%	+$3.6K	2.05%	9
2025 Q1	$7.89M	Hold	219,584	–	–	2.25%	9
2024 Q4	$6.96M	Hold	219,584	–	–	2.02%	10
2024 Q3	$6.92M	Hold	219,584	–	–	1.97%	10
2024 Q2	$6.83M	Hold	219,584	–	–	2.15%	11
2024 Q1	$7.01M	Sell	219,584 -2,932	-1%	-$81K	2.18%	9
2023 Q4	$6M	Buy	222,516 +2,932	+1%	+$70.5K	2.01%	10
2023 Q3	$5.42M	Hold	219,584	–	–	1.92%	9
2023 Q2	$5.66M	Hold	219,584	–	–	1.93%	10
2023 Q1	$4.93M	Hold	219,584	–	–	1.79%	10
2022 Q4	$6.75M	Hold	219,584	–	–	2.57%	6
2022 Q3	$9.64M	Buy	219,584 +38	+0%	+$1.83K	3.78%	4
2022 Q2	$10.3M	Buy	219,546 +55	+0%	+$3.14K	4.09%	3
2022 Q1	$14.3M	Sell	219,491 -54	-0%	-$3.69K	4.71%	3
2021 Q4	$15M	Buy	+219,545	New	+$15.5M	5.15%	3

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Harbor Wealth Partners's LNC Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Lincoln National (LNC) stake by 0.01% in Q1 2026, buying an estimated $461 and bringing the position to 219,577 shares worth $7.79M. The position accounts for 1.83% of the portfolio, ranked #10.

Oak Harbor Wealth Partners first reported a position in LNC in Q4 2021 and has held it in 18 quarters since. The position peaked at $15M in Q4 2021. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Oak Harbor Wealth Partners held 219,577 shares of Lincoln National worth $7.79M as of Q1 2026.
Oak Harbor Wealth Partners bought 12 Lincoln National shares in Q1 2026, an estimated $461.
Lincoln National made up 1.83% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #10 holding.
Oak Harbor Wealth Partners first reported a position in Lincoln National in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's Lincoln National position peaked at $15M in Q4 2021.
613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.