Physician Wealth Advisors’s Lincoln National LNC Stock Holding History

Physician Wealth Advisors’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	$11.8K	Hold	335	–	–	﹤0.01%	822
2026 Q1	$11.9K	Hold	335	–	–	﹤0.01%	755
2025 Q4	$14.9K	Sell	335 -75	-18%	-$3.12K	﹤0.01%	655
2025 Q3	$16.5K	Hold	410	–	–	﹤0.01%	627
2025 Q2	$14.2K	Buy	410 +235	+134%	+$7.69K	﹤0.01%	584
2025 Q1	$6.29K	Hold	175	–	–	﹤0.01%	694
2024 Q4	$5.55K	Buy	+175	New	+$5.83K	﹤0.01%	715

Other funds holding LNC

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

AIM

Access Investment Management Atlanta, Georgia $391M AUM 21.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Physician Wealth Advisors's LNC Position: Q2 2026 in Review

Physician Wealth Advisors held its Lincoln National (LNC) position steady in Q2 2026 at 335 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Physician Wealth Advisors first reported a position in LNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.5K in Q3 2025. 238 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Physician Wealth Advisors held 335 shares of Lincoln National worth $11.8K as of Q2 2026.
Physician Wealth Advisors left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #822 holding.
Physician Wealth Advisors first reported a position in Lincoln National in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Lincoln National position peaked at $16.5K in Q3 2025.
238 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.