Salem Investment Counselors’s Lincoln National LNC Stock Holding History

Salem Investment Counselors’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	$260K	Hold	7,365	–	–	0.01%	372
2026 Q1	$261K	Hold	7,365	–	–	0.01%	352
2025 Q4	$328K	Hold	7,365	–	–	0.01%	328
2025 Q3	$297K	Hold	7,365	–	–	0.01%	331
2025 Q2	$255K	Hold	7,365	–	–	0.01%	340
2025 Q1	$264K	Hold	7,365	–	–	0.01%	323
2024 Q4	$234K	Hold	7,365	–	–	0.01%	341
2024 Q3	$232K	Sell	7,365 -47,464	-87%	-$1.48M	0.01%	348
2024 Q2	$1.71M	Sell	54,829 -700	-1%	-$21.2K	0.06%	159
2024 Q1	$1.77M	Sell	55,529 -15,300	-22%	-$423K	0.06%	154
2023 Q4	$1.91M	Sell	70,829 -500	-0.7%	-$12K	0.07%	136
2023 Q3	$1.76M	Hold	71,329	–	–	0.07%	134
2023 Q2	$1.84M	Hold	71,329	–	–	0.07%	135
2023 Q1	$1.6M	Hold	71,329	–	–	0.06%	139
2022 Q4	$2.19M	Sell	71,329 -20,125	-22%	-$799K	0.09%	125
2022 Q3	$4.02M	Sell	91,454 -3,569	-4%	-$172K	0.18%	87
2022 Q2	$4.44M	Buy	95,023 +84,445	+798%	+$4.82M	0.2%	79
2022 Q1	$691K	Hold	10,578	–	–	0.03%	222
2021 Q4	$722K	Hold	10,578	–	–	0.03%	231
2021 Q3	$727K	Hold	10,578	–	–	0.04%	200
2021 Q2	$665K	Hold	10,578	–	–	0.04%	209
2021 Q1	$659K	Hold	10,578	–	–	0.04%	185
2020 Q4	$532K	Hold	10,578	–	–	0.04%	192
2020 Q3	$331K	Hold	10,578	–	–	0.03%	214
2020 Q2	$389K	Hold	10,578	–	–	0.03%	192
2020 Q1	$278K	Sell	10,578 -1,416	-12%	-$67.2K	0.03%	207
2019 Q4	$708K	Hold	11,994	–	–	0.06%	159
2019 Q3	$723K	Hold	11,994	–	–	0.07%	155
2019 Q2	$773K	Hold	11,994	–	–	0.07%	155
2019 Q1	$812K	Hold	11,994	–	–	0.08%	131
2018 Q4	$615K	Hold	11,994	–	–	0.08%	128
2018 Q3	$812K	Hold	11,994	–	–	0.08%	131
2018 Q2	$747K	Hold	11,994	–	–	0.07%	130
2018 Q1	$857K	Hold	11,994	–	–	0.1%	123
2017 Q4	$922K	Hold	11,994	–	–	0.1%	125
2017 Q3	$889K	Hold	11,994	–	–	0.1%	122
2017 Q2	$811K	Buy	11,994 +8,344	+229%	+$552K	0.09%	130
2017 Q1	$239K	Hold	3,650	–	–	0.03%	225
2016 Q4	$242K	Hold	3,650	–	–	0.03%	226
2016 Q3	$1.72K	Sell	3,650 -1,625	-31%	-$72.8K	0.02%	222
2016 Q2	$205K	Hold	5,275	–	–	0.02%	243
2016 Q1	$207K	Hold	5,275	–	–	0.03%	238
2015 Q4	$265K	Hold	5,275	–	–	0.03%	225
2015 Q3	$248K	Hold	5,275	–	–	0.03%	233
2015 Q2	$312K	Hold	5,275	–	–	0.04%	230
2015 Q1	$303K	Sell	5,275 -314	-6%	-$17.5K	0.04%	237
2014 Q4	$322K	Sell	5,589 -449	-7%	-$24.4K	0.04%	224
2014 Q3	$324K	Sell	6,038 -530	-8%	-$28.2K	0.04%	229
2014 Q2	$338K	Sell	6,568 -392	-6%	-$19.4K	0.04%	229
2014 Q1	$353K	Buy	6,960 +350	+5%	+$17.6K	0.04%	230
2013 Q4	$341K	Sell	6,610 -1,123	-15%	-$53.8K	0.04%	218
2013 Q3	$325K	Sell	7,733 -1,362	-15%	-$57.5K	0.05%	220
2013 Q2	$332K	Buy	+9,095	New	+$310K	0.05%	207

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Salem Investment Counselors's LNC Position: Q2 2026 in Review

Salem Investment Counselors held its Lincoln National (LNC) position steady in Q2 2026 at 7,365 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #372.

Salem Investment Counselors first reported a position in LNC in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.44M in Q2 2022. 259 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Salem Investment Counselors held 7,365 shares of Lincoln National worth $260K as of Q2 2026.
Salem Investment Counselors left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #372 holding.
Salem Investment Counselors first reported a position in Lincoln National in Q2 2013 and has held it in 53 quarters since.
Salem Investment Counselors's Lincoln National position peaked at $4.44M in Q2 2022.
259 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.