True Wealth Design’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
$13K Buy
369
+206
+126% +$7.41K ﹤0.01% 969
2026
Q1
$5.79K Buy
163
+80
+96% +$3.07K ﹤0.01% 1148
2025
Q4
$3.71K Sell
83
-2
-2% -$83 ﹤0.01% 1211
2025
Q3
$3.44K Buy
85
+19
+29% +$735 ﹤0.01% 1240
2025
Q2
$2.28K Buy
66
+46
+230% +$1.5K ﹤0.01% 1129
2025
Q1
$719 Buy
+20
New +$710 ﹤0.01% 1401

Other funds holding LNC

True Wealth Design's LNC Position: Q2 2026 in Review

True Wealth Design increased its Lincoln National (LNC) stake by 126% in Q2 2026, buying an estimated $7.41K and bringing the position to 369 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

True Wealth Design first reported a position in LNC in Q1 2025 and has held it in 6 quarters since. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • True Wealth Design held 369 shares of Lincoln National worth $13K as of Q2 2026.
  • True Wealth Design bought 206 Lincoln National shares in Q2 2026, an estimated $7.41K.
  • Lincoln National made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #969 holding.
  • True Wealth Design first reported a position in Lincoln National in Q1 2025 and has held it in 6 quarters since.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.