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Stratos Wealth Partners’s Lincoln National LNC Stock Holding History

Stratos Wealth Partners’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 		$522K Sell
14,763
-95
-0.6% -$3.42K 0.01% 1124
2026
Q1 		$527K Sell
14,858
-6,980
-32% -$268K 0.01% 1047
2025
Q4 		$972K Sell
21,838
-7,606
-26% -$317K 0.01% 784
2025
Q3 		$1.19M Buy
29,444
+1,106
+4% +$42.8K 0.01% 684
2025
Q2 		$980K Sell
28,338
-302
-1% -$9.88K 0.01% 696
2025
Q1 		$1.03M Sell
28,640
-3,809
-12% -$135K 0.02% 649
2024
Q4 		$1.03M Sell
32,449
-2,539
-7% -$84.6K 0.01% 691
2024
Q3 		$1.1M Sell
34,988
-632
-2% -$19.7K 0.02% 643
2024
Q2 		$1.11M Sell
35,620
-2,555
-7% -$77.3K 0.02% 607
2024
Q1 		$1.22M Buy
38,175
+530
+1% +$14.6K 0.02% 581
2023
Q4 		$1.02M Buy
37,645
+1,647
+5% +$39.6K 0.02% 630
2023
Q3 		$889K Buy
35,998
+11,578
+47% +$303K 0.02% 618
2023
Q2 		$629K Buy
+24,420
New +$536K 0.01% 684
2022
Q2 		– Sell
-3,746
Closed -$245K – 1253
2022
Q1 		$245K Buy
3,746
+82
+2% +$5.6K 0.01% 1074
2021
Q4 		$250K Buy
3,664
+12
+0.3% +$847 0.01% 1078
2021
Q3 		$251K Buy
+3,652
New +$239K 0.01% 1007
2018
Q4 		– Sell
-2,461
Closed -$167K – 1769
2018
Q3 		$167K Buy
+2,461
New +$162K 0.01% 921
2018
Q2 		– Sell
-2,586
Closed -$189K – 1888
2018
Q1 		$189K Sell
2,586
-877
-25% -$68.8K 0.01% 929
2017
Q4 		$266K Buy
3,463
+127
+4% +$9.61K 0.01% 751
2017
Q3 		$245K Buy
3,336
+381
+13% +$26.9K 0.01% 770
2017
Q2 		$200K Buy
+2,955
New +$195K 0.01% 768

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

Stratos Wealth Partners's LNC Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Lincoln National (LNC) stake by 0.64% in Q2 2026, selling an estimated $3.42K and leaving 14,763 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #1124.

Stratos Wealth Partners first reported a position in LNC in Q2 2017 and has held it in 21 quarters since. The position peaked at $1.22M in Q1 2024. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Stratos Wealth Partners held 14,763 shares of Lincoln National worth $522K as of Q2 2026.
  • Stratos Wealth Partners sold 95 Lincoln National shares in Q2 2026, an estimated $3.42K.
  • Lincoln National made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1124 holding.
  • Stratos Wealth Partners first reported a position in Lincoln National in Q2 2017 and has held it in 21 quarters since.
  • Stratos Wealth Partners's Lincoln National position peaked at $1.22M in Q1 2024.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

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