Truvestments Capital’s Lincoln National LNC Stock Holding History

Truvestments Capital’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	$1.71M	Buy	48,366 +3,481	+8%	+$125K	0.25%	102
2026 Q1	$1.59M	Buy	+44,885	New	+$1.72M	0.29%	96
2024 Q1	–	Sell	-122	Closed	-$3.3K	–	809
2023 Q4	$3.3K	Buy	122 +2	+2%	+$48	﹤0.01%	643
2023 Q3	$2.96K	Sell	120 -235	-66%	-$6.14K	﹤0.01%	565
2023 Q2	$9.14K	Buy	355 +118	+50%	+$2.59K	﹤0.01%	457
2023 Q1	$5.33K	Buy	237 +123	+108%	+$3.66K	﹤0.01%	505
2022 Q4	$3.5K	Buy	114 +1	+0.9%	+$40	﹤0.01%	607
2022 Q3	$5K	Buy	113 +1	+0.9%	+$48	﹤0.01%	470
2022 Q2	$5K	Buy	+112	New	+$6.39K	﹤0.01%	477
2022 Q1	–	Sell	-111	Closed	-$8K	–	375
2021 Q4	$8K	Buy	111 +1	+0.9%	+$71	﹤0.01%	423
2021 Q3	$8K	Sell	110 -39	-26%	-$2.55K	﹤0.01%	404
2021 Q2	$9K	Hold	149	–	–	﹤0.01%	399
2021 Q1	$9K	Buy	149 +41	+38%	+$2.27K	0.01%	452
2020 Q4	$5K	Buy	+108	New	+$4.59K	﹤0.01%	493
2020 Q3	–	Sell	-209	Closed	-$7K	–	447
2020 Q2	$7K	Sell	209 -103	-33%	-$3.63K	0.01%	426
2020 Q1	$8K	Sell	312 -12,314	-98%	-$584K	0.01%	373
2019 Q4	$745K	Sell	12,626 -3	-0%	-$177	0.52%	66
2019 Q3	$762K	Sell	12,629 -642	-5%	-$38.4K	0.5%	63
2019 Q2	$855K	Buy	13,271 +3,971	+43%	+$254K	0.58%	53
2019 Q1	$546K	Buy	+9,300	New	+$551K	0.42%	64
2018 Q3	$697K	Buy	10,294 +1,807	+21%	+$119K	0.34%	81
2018 Q2	$528K	Buy	+8,487	New	+$581K	0.33%	92

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truvestments Capital's LNC Position: Q2 2026 in Review

Truvestments Capital increased its Lincoln National (LNC) stake by 7.8% in Q2 2026, buying an estimated $125K and bringing the position to 48,366 shares worth $1.71M. The position accounts for 0.25% of the portfolio, ranked #102.

Truvestments Capital first reported a position in LNC in Q2 2018 and has held it in 22 quarters since. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Truvestments Capital held 48,366 shares of Lincoln National worth $1.71M as of Q2 2026.
Truvestments Capital bought 3,481 Lincoln National shares in Q2 2026, an estimated $125K.
Lincoln National made up 0.25% of Truvestments Capital's portfolio in Q2 2026, its #102 holding.
Truvestments Capital first reported a position in Lincoln National in Q2 2018 and has held it in 22 quarters since.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.