Synergy Investment Management’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
Q2
$3.92K Hold
111
﹤0.01% 805
2026
Q1
$3.94K Buy
+111
New +$4.26K ﹤0.01% 610

Other funds holding LNC

Synergy Investment Management's LNC Position: Q2 2026 in Review

Synergy Investment Management held its Lincoln National (LNC) position steady in Q2 2026 at 111 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Synergy Investment Management first reported a position in LNC in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.94K in Q1 2026. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Synergy Investment Management held 111 shares of Lincoln National worth $3.92K as of Q2 2026.
  • Synergy Investment Management left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #805 holding.
  • Synergy Investment Management first reported a position in Lincoln National in Q1 2026 and has held it in 2 quarters since.
  • Synergy Investment Management's Lincoln National position peaked at $3.94K in Q1 2026.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.