Oakworth Capital’s Lincoln National LNC Stock Holding History

Oakworth Capital’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	$14.6K	Hold	414	–	–	﹤0.01%	647
2026 Q1	$14.7K	Hold	414	–	–	﹤0.01%	613
2025 Q4	$18.4K	Hold	414	–	–	﹤0.01%	575
2025 Q3	$16.7K	Hold	414	–	–	﹤0.01%	579
2025 Q2	$14.3K	Hold	414	–	–	﹤0.01%	473
2025 Q1	$14.9K	Hold	414	–	–	﹤0.01%	487
2024 Q4	$13.1K	Hold	414	–	–	﹤0.01%	490
2024 Q3	$13K	Hold	414	–	–	﹤0.01%	486
2024 Q2	$12.9K	Hold	414	–	–	﹤0.01%	467
2024 Q1	$13.2K	Hold	414	–	–	﹤0.01%	444
2023 Q4	$11.2K	Hold	414	–	–	﹤0.01%	465
2023 Q3	$10.2K	Sell	414 -95	-19%	-$2.48K	﹤0.01%	443
2023 Q2	$13.1K	Sell	509 -254	-33%	-$5.58K	﹤0.01%	425
2023 Q1	$17.1K	Hold	763	–	–	﹤0.01%	389
2022 Q4	$23.4K	Hold	763	–	–	﹤0.01%	351
2022 Q3	$34K	Hold	763	–	–	﹤0.01%	338
2022 Q2	$36K	Hold	763	–	–	﹤0.01%	329
2022 Q1	$50K	Hold	763	–	–	﹤0.01%	305
2021 Q4	$52K	Hold	763	–	–	﹤0.01%	327
2021 Q3	$52K	Hold	763	–	–	0.01%	310
2021 Q2	$48K	Hold	763	–	–	﹤0.01%	319
2021 Q1	$48K	Hold	763	–	–	0.01%	311
2020 Q4	$38K	Hold	763	–	–	﹤0.01%	312
2020 Q3	$24K	Hold	763	–	–	﹤0.01%	350
2020 Q2	$28K	Hold	763	–	–	0.01%	330
2020 Q1	$20K	Hold	763	–	–	﹤0.01%	324
2019 Q4	$45K	Hold	763	–	–	0.01%	299
2019 Q3	$46K	Hold	763	–	–	0.01%	297
2019 Q2	$49K	Hold	763	–	–	0.01%	320
2019 Q1	$45K	Hold	763	–	–	0.01%	314
2018 Q4	$39K	Hold	763	–	–	0.01%	318
2018 Q3	$52K	Hold	763	–	–	0.01%	293
2018 Q2	$47K	Hold	763	–	–	0.01%	306
2018 Q1	$54K	Sell	763 -2	-0.3%	-$157	0.01%	271
2017 Q4	$59K	Hold	765	–	–	0.01%	268
2017 Q3	$52K	Hold	765	–	–	0.01%	291
2017 Q2	$52K	Hold	765	–	–	0.01%	283
2017 Q1	$50K	Sell	765 -86	-10%	-$5.88K	0.01%	277
2016 Q4	$55K	Hold	851	–	–	0.02%	259
2016 Q3	$40K	Hold	851	–	–	0.01%	280
2016 Q2	$39K	Buy	851 +765	+890%	+$32.4K	0.01%	277
2016 Q1	$3K	Sell	86 -45	-34%	-$1.76K	﹤0.01%	474
2015 Q4	$7K	Hold	131	–	–	﹤0.01%	386
2015 Q3	$6K	Hold	131	–	–	﹤0.01%	330
2015 Q2	$7K	Hold	131	–	–	﹤0.01%	331
2015 Q1	$7K	Hold	131	–	–	﹤0.01%	342
2014 Q4	$8K	Hold	131	–	–	﹤0.01%	331
2014 Q3	$7K	Hold	131	–	–	﹤0.01%	309
2014 Q2	$7K	Hold	131	–	–	﹤0.01%	312
2014 Q1	$7K	Hold	131	–	–	﹤0.01%	306
2013 Q4	$7K	Buy	+131	New	+$6.28K	﹤0.01%	286

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

Oakworth Capital's LNC Position: Q2 2026 in Review

Oakworth Capital held its Lincoln National (LNC) position steady in Q2 2026 at 414 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Oakworth Capital first reported a position in LNC in Q4 2013 and has held it in 51 quarters since. The position peaked at $59K in Q4 2017. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Oakworth Capital held 414 shares of Lincoln National worth $14.6K as of Q2 2026.
Oakworth Capital left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #647 holding.
Oakworth Capital first reported a position in Lincoln National in Q4 2013 and has held it in 51 quarters since.
Oakworth Capital's Lincoln National position peaked at $59K in Q4 2017.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.