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Walsh & Associates’s Lincoln National LNC Stock Holding History

Walsh & Associates’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 		$9.37K Hold
265
– – 0.01% 201
2026
Q1 		$9.41K Hold
265
– – 0.01% 182
2025
Q4 		$11.8K Buy
+265
New +$11K 0.01% 179

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

Walsh & Associates's LNC Position: Q2 2026 in Review

Walsh & Associates held its Lincoln National (LNC) position steady in Q2 2026 at 265 shares worth $9.37K. The position accounts for 0.01% of the portfolio, ranked #201.

Walsh & Associates first reported a position in LNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.8K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Walsh & Associates held 265 shares of Lincoln National worth $9.37K as of Q2 2026.
  • Walsh & Associates left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up 0.01% of Walsh & Associates's portfolio in Q2 2026, its #201 holding.
  • Walsh & Associates first reported a position in Lincoln National in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's Lincoln National position peaked at $11.8K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.