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SHP Wealth Management’s Lincoln National LNC Stock Holding History

SHP Wealth Management’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 		$888 Buy
+25
New +$961 ﹤0.01% 1483

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's LNC Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Lincoln National (LNC) in Q1 2026: 25 shares worth $888. The stake represents ﹤0.01% of the portfolio and ranks #1483 among its holdings.

614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • SHP Wealth Management held 25 shares of Lincoln National worth $888 as of Q1 2026.
  • Lincoln National was a new SHP Wealth Management position in Q1 2026.
  • Lincoln National made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1483 holding.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.