Steward Partners Investment Advisory’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
Q1 | $755K | Buy |
21,271
+13,353
| +169% | +$513K | ﹤0.01% | 1310 |
|
|
2025
Q4 | $353K | Sell |
7,918
-93
| -1% | -$3.87K | ﹤0.01% | 1624 |
|
|
2025
Q3 | $323K | Buy |
8,011
+54
| +0.7% | +$2.09K | ﹤0.01% | 1616 |
|
|
2025
Q2 | $275K | Buy |
7,957
+479
| +6% | +$15.7K | ﹤0.01% | 1597 |
|
|
2025
Q1 | $269K | Sell |
7,478
-971
| -11% | -$34.4K | ﹤0.01% | 1504 |
|
|
2024
Q4 | $268K | Buy |
8,449
+241
| +3% | +$8.03K | ﹤0.01% | 1463 |
|
|
2024
Q3 | $259K | Sell |
8,208
-75
| -0.9% | -$2.34K | ﹤0.01% | 1395 |
|
|
2024
Q2 | $258K | Buy |
8,283
+36
| +0.4% | +$1.09K | ﹤0.01% | 1335 |
|
|
2024
Q1 | $263K | Buy |
8,247
+35
| +0.4% | +$967 | ﹤0.01% | 1315 |
|
|
2023
Q4 | $221K | Buy |
8,212
+1,725
| +27% | +$41.5K | ﹤0.01% | 1337 |
|
|
2023
Q3 | $160K | Buy |
6,487
+123
| +2% | +$3.22K | ﹤0.01% | 1387 |
|
|
2023
Q2 | $164K | Buy |
6,364
+3,374
| +113% | +$74.1K | ﹤0.01% | 1370 |
|
|
2023
Q1 | $67.2K | Buy |
2,990
+2,000
| +202% | +$59.5K | ﹤0.01% | 1738 |
|
|
2022
Q4 | $30.4K | Sell |
990
-40
| -4% | -$1.59K | ﹤0.01% | 2039 |
|
|
2022
Q3 | $45K | Sell |
1,030
-60
| -6% | -$2.89K | ﹤0.01% | 1840 |
|
|
2022
Q2 | $51K | Hold |
1,090
| – | – | ﹤0.01% | 1799 |
|
|
2022
Q1 | $71K | Buy |
1,090
+326
| +43% | +$22.3K | ﹤0.01% | 1747 |
|
|
2021
Q4 | $52K | Hold |
764
| – | – | ﹤0.01% | 1884 |
|
|
2021
Q3 | $53K | Sell |
764
-85
| -10% | -$5.55K | ﹤0.01% | 1861 |
|
|
2021
Q2 | $53K | Sell |
849
-412
| -33% | -$27.2K | ﹤0.01% | 3233 |
|
|
2021
Q1 | $78.5K | Buy |
1,261
+214
| +20% | +$11.8K | ﹤0.01% | 1751 |
|
|
2020
Q4 | $53K | Sell |
1,047
-465
| -31% | -$19.8K | ﹤0.01% | 1647 |
|
|
2020
Q3 | $47K | Sell |
1,512
-716
| -32% | -$25.6K | ﹤0.01% | 1526 |
|
|
2020
Q2 | $82K | Sell |
2,228
-232
| -9% | -$8.17K | ﹤0.01% | 1230 |
|
|
2020
Q1 | $64K | Sell |
2,460
-871
| -26% | -$41.3K | ﹤0.01% | 1180 |
|
|
2019
Q4 | $196K | Sell |
3,331
-2,353
| -41% | -$138K | 0.01% | 886 |
|
|
2019
Q3 | $342K | Sell |
5,684
-1,529
| -21% | -$91.4K | 0.01% | 690 |
|
|
2019
Q2 | $464K | Buy |
7,213
+918
| +15% | +$58.7K | 0.02% | 583 |
|
|
2019
Q1 | $369K | Sell |
6,295
-1,076
| -15% | -$63.7K | 0.02% | 587 |
|
|
2018
Q4 | $378K | Sell |
7,371
-1,143
| -13% | -$69.5K | 0.02% | 552 |
|
|
2018
Q3 | $576K | Sell |
8,514
-2,327
| -21% | -$154K | 0.03% | 470 |
|
|
2018
Q2 | $675K | Sell |
10,841
-541
| -5% | -$37K | 0.04% | 397 |
|
|
2018
Q1 | $831K | Sell |
11,382
-1,439
| -11% | -$113K | 0.06% | 300 |
|
|
2017
Q4 | $985K | Sell |
12,821
-506
| -4% | -$38.3K | 0.08% | 233 |
|
|
2017
Q3 | $979K | Sell |
13,327
-2,535
| -16% | -$179K | 0.1% | 189 |
|
|
2017
Q2 | $1.07M | Sell |
15,862
-1,083
| -6% | -$71.6K | 0.12% | 166 |
|
|
2017
Q1 | $1.11M | Buy |
16,945
+14,151
| +506% | +$968K | 0.17% | 121 |
|
|
2016
Q4 | $185K | Buy |
+2,794
| New | +$163K | 0.08% | 191 |
|
Other funds holding LNC
BCP
VPM
VCM
Steward Partners Investment Advisory's LNC Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its Lincoln National (LNC) stake by 169% in Q1 2026, buying an estimated $513K and bringing the position to 21,271 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.
Steward Partners Investment Advisory first reported a position in LNC in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.11M in Q1 2017. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.
- Steward Partners Investment Advisory held 21,271 shares of Lincoln National worth $755K as of Q1 2026.
- Steward Partners Investment Advisory bought 13,353 Lincoln National shares in Q1 2026, an estimated $513K.
- Lincoln National made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1310 holding.
- Steward Partners Investment Advisory first reported a position in Lincoln National in Q4 2016 and has held it in 38 quarters since.
- Steward Partners Investment Advisory's Lincoln National position peaked at $1.11M in Q1 2017.
- 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.