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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
Q2 		$291K Sell
8,243
-373
-4% -$13.4K 0.03% 390
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 $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

Pinnacle Wealth Planning Services's LNC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Lincoln National (LNC) stake by 4.3% in Q2 2026, selling an estimated $13.4K and leaving 8,243 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #390.

Pinnacle Wealth Planning Services first reported a position in LNC in Q4 2020 and has held it in 5 quarters since. The position peaked at $373K in Q4 2025. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 8,243 shares of Lincoln National worth $291K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 373 Lincoln National shares in Q2 2026, an estimated $13.4K.
  • Lincoln National made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #390 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lincoln National in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Lincoln National position peaked at $373K in Q4 2025.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.