Private Wealth Management Group’s Lincoln National LNC Stock Holding History

Private Wealth Management Group’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	$7.21K	Hold	204	–	–	﹤0.01%	691
2026 Q1	$7.24K	Hold	204	–	–	﹤0.01%	636
2025 Q4	$9.09K	Hold	204	–	–	﹤0.01%	541
2025 Q3	$8.23K	Hold	204	–	–	﹤0.01%	589
2025 Q2	$7.06K	Hold	204	–	–	﹤0.01%	617
2025 Q1	$7.33K	Hold	204	–	–	﹤0.01%	584
2024 Q4	$6.47K	Sell	204 -1	-0.5%	-$33	﹤0.01%	638
2024 Q3	$6.46K	Buy	205 +1	+0.5%	+$31	﹤0.01%	625
2024 Q2	$6.34K	Hold	204	–	–	﹤0.01%	615
2024 Q1	$6.51K	Hold	204	–	–	﹤0.01%	541
2023 Q4	$5.5K	Buy	+204	New	+$4.9K	﹤0.01%	596

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

Private Wealth Management Group's LNC Position: Q2 2026 in Review

Private Wealth Management Group held its Lincoln National (LNC) position steady in Q2 2026 at 204 shares worth $7.21K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Private Wealth Management Group first reported a position in LNC in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.09K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Private Wealth Management Group held 204 shares of Lincoln National worth $7.21K as of Q2 2026.
Private Wealth Management Group left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #691 holding.
Private Wealth Management Group first reported a position in Lincoln National in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Lincoln National position peaked at $9.09K in Q4 2025.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.