UWM
LNC icon

Urban Wealth Management’s Lincoln National LNC Stock Holding History

Urban Wealth 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 		– Sell
-7,565
Closed -$269K – 117
2026
Q1 		$269K Buy
7,565
+1,420
+23% +$54.6K 0.27% 75
2025
Q4 		$274K Buy
+6,145
New +$256K 0.25% 75

Other funds holding LNC

FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
CCM
Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Urban Wealth Management's LNC Position: Q2 2026 in Review

Urban Wealth Management sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 7,565 shares — an estimated $269K sold.

Urban Wealth Management first reported a position in LNC in Q4 2025 and held it in 2 quarters. The position peaked at $274K in Q4 2025. 216 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Urban Wealth Management reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • Urban Wealth Management sold 7,565 Lincoln National shares in Q2 2026, an estimated $269K.
  • Urban Wealth Management first reported a position in Lincoln National in Q4 2025 and held it in 2 quarters.
  • Urban Wealth Management's Lincoln National position peaked at $274K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.