Sagewood Asset Management’s Lincoln National LNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$580K Sell
16,406
-1,556
-9% -$56K 0.13% 153
2026
Q1
$638K Sell
17,962
-17,766
-50% -$683K 0.2% 100
2025
Q4
$1.59M Buy
+35,728
New +$1.49M 0.57% 28

Other funds holding LNC

Sagewood Asset Management's LNC Position: Q2 2026 in Review

Sagewood Asset Management reduced its Lincoln National (LNC) stake by 8.7% in Q2 2026, selling an estimated $56K and leaving 16,406 shares worth $580K. The position accounts for 0.13% of the portfolio, ranked #153.

Sagewood Asset Management first reported a position in LNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.59M in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Sagewood Asset Management held 16,406 shares of Lincoln National worth $580K as of Q2 2026.
  • Sagewood Asset Management sold 1,556 Lincoln National shares in Q2 2026, an estimated $56K.
  • Lincoln National made up 0.13% of Sagewood Asset Management's portfolio in Q2 2026, its #153 holding.
  • Sagewood Asset Management first reported a position in Lincoln National in Q4 2025 and has held it in 3 quarters since.
  • Sagewood Asset Management's Lincoln National position peaked at $1.59M in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.