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 Q2	$7.76M	Sell	219,565 -12	-0%	-$432	2.89%	6
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 $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

Oak Harbor Wealth Partners's LNC Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Lincoln National (LNC) stake by 0.01% in Q2 2026, selling an estimated $432 and leaving 219,565 shares worth $7.76M. The position accounts for 2.89% of the portfolio, ranked #6.

Oak Harbor Wealth Partners first reported a position in LNC in Q4 2021 and has held it in 19 quarters since. The position peaked at $15M in Q4 2021. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Oak Harbor Wealth Partners held 219,565 shares of Lincoln National worth $7.76M as of Q2 2026.
Oak Harbor Wealth Partners sold 12 Lincoln National shares in Q2 2026, an estimated $432.
Lincoln National made up 2.89% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #6 holding.
Oak Harbor Wealth Partners first reported a position in Lincoln National in Q4 2021 and has held it in 19 quarters since.
Oak Harbor Wealth Partners's Lincoln National position peaked at $15M in Q4 2021.
618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.