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 Q2	–	Sell	-25	Closed	-$888	–	2042
2026 Q1	$888	Buy	+25	New	+$961	﹤0.01%	1483

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 $3.38T AUM 44.17% 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

SHP Wealth Management's LNC Position: Q2 2026 in Review

SHP Wealth Management sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 25 shares — an estimated $888 sold.

SHP Wealth Management first reported a position in LNC in Q1 2026 and held it in 1 quarter. The position peaked at $888 in Q1 2026. 619 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

SHP Wealth Management reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
SHP Wealth Management sold 25 Lincoln National shares in Q2 2026, an estimated $888.
SHP Wealth Management first reported a position in Lincoln National in Q1 2026 and held it in 1 quarter.
SHP Wealth Management's Lincoln National position peaked at $888 in Q1 2026.
619 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.