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Pinnacle Wealth Planning Services’s Lincoln National LNC Stock Holding History

Pinnacle Wealth Planning Services’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 		$306K Buy
8,616
+233
+3% +$8.95K 0.03% 330
2025
Q4 		$373K Buy
8,383
+38
+0.5% +$1.58K 0.04% 269
2025
Q3 		$337K Buy
+8,345
New +$323K 0.04% 285
2021
Q1 		– Sell
-1,669
Closed -$84K – 1240
2020
Q4 		$84K Buy
+1,669
New +$71K 0.02% 546

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's LNC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Lincoln National (LNC) stake by 2.8% in Q1 2026, buying an estimated $8.95K and bringing the position to 8,616 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #330.

Pinnacle Wealth Planning Services first reported a position in LNC in Q4 2020 and has held it in 4 quarters since. The position peaked at $373K in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 8,616 shares of Lincoln National worth $306K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 233 Lincoln National shares in Q1 2026, an estimated $8.95K.
  • Lincoln National made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #330 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lincoln National in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Lincoln National position peaked at $373K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.