Smith Salley Wealth Management’s Lincoln National LNC Stock Holding History

Smith Salley 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	$230K	Buy	6,496 +627	+11%	+$22.5K	0.01%	259
2026 Q1	$208K	Hold	5,869	–	–	0.01%	263
2025 Q4	$261K	Hold	5,869	–	–	0.01%	237
2025 Q3	$237K	Sell	5,869 -1,600	-21%	-$61.9K	0.01%	244
2025 Q2	$258K	Hold	7,469	–	–	0.01%	234
2025 Q1	$268K	Buy	+7,469	New	+$265K	0.02%	214

Other funds holding LNC

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CCM

Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Smith Salley Wealth Management's LNC Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Lincoln National (LNC) stake by 11% in Q2 2026, buying an estimated $22.5K and bringing the position to 6,496 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #259.

Smith Salley Wealth Management first reported a position in LNC in Q1 2025 and has held it in 6 quarters since. The position peaked at $268K in Q1 2025. 156 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Smith Salley Wealth Management held 6,496 shares of Lincoln National worth $230K as of Q2 2026.
Smith Salley Wealth Management bought 627 Lincoln National shares in Q2 2026, an estimated $22.5K.
Lincoln National made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #259 holding.
Smith Salley Wealth Management first reported a position in Lincoln National in Q1 2025 and has held it in 6 quarters since.
Smith Salley Wealth Management's Lincoln National position peaked at $268K in Q1 2025.
156 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.