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Stone House Investment Management’s Lincoln National LNC Stock Holding History

Stone House Investment 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 		$1.31K Buy
37
+31
+517% +$1.11K ﹤0.01% 829
2026
Q1 		$213 Hold
6
– – ﹤0.01% 938
2025
Q4 		$267 Hold
6
– – ﹤0.01% 769
2025
Q3 		$242 Hold
6
– – ﹤0.01% 702
2025
Q2 		$208 Buy
+6
New +$196 ﹤0.01% 503

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stone House Investment Management's LNC Position: Q2 2026 in Review

Stone House Investment Management increased its Lincoln National (LNC) stake by 517% in Q2 2026, buying an estimated $1.11K and bringing the position to 37 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Stone House Investment Management first reported a position in LNC in Q2 2025 and has held it in 5 quarters since. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Stone House Investment Management held 37 shares of Lincoln National worth $1.31K as of Q2 2026.
  • Stone House Investment Management bought 31 Lincoln National shares in Q2 2026, an estimated $1.11K.
  • Lincoln National made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #829 holding.
  • Stone House Investment Management first reported a position in Lincoln National in Q2 2025 and has held it in 5 quarters since.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.