OLA
LNC icon

Oliver Luxxe Assets’s Lincoln National LNC Stock Holding History

Oliver Luxxe Assets’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 		– Sell
-60,199
Closed -$2.14M – 209
2026
Q1 		$2.14M Buy
60,199
+55
+0.1% +$2.11K 0.32% 120
2025
Q4 		$2.68M Buy
60,144
+63
+0.1% +$2.62K 0.41% 83
2025
Q3 		$2.42M Buy
60,081
+20,241
+51% +$783K 0.38% 92
2025
Q2 		$1.38M Buy
39,840
+607
+2% +$19.9K 0.25% 124
2025
Q1 		$1.41M Buy
+39,233
New +$1.39M 0.26% 124

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oliver Luxxe Assets's LNC Position: Q2 2026 in Review

Oliver Luxxe Assets sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 60,199 shares — an estimated $2.14M sold.

Oliver Luxxe Assets first reported a position in LNC in Q1 2025 and held it in 5 quarters. The position peaked at $2.68M in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Oliver Luxxe Assets reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • Oliver Luxxe Assets sold 60,199 Lincoln National shares in Q2 2026, an estimated $2.14M.
  • Oliver Luxxe Assets first reported a position in Lincoln National in Q1 2025 and held it in 5 quarters.
  • Oliver Luxxe Assets's Lincoln National position peaked at $2.68M in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.