WPC
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Waters Parkerson & Co’s Lincoln National LNC Stock Holding History

Waters Parkerson & Co’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 		$1.56M Sell
44,033
-2,090
-5% -$75.2K 0.08% 87
2026
Q1 		$1.64M Sell
46,123
-3,278
-7% -$126K 0.08% 85
2025
Q4 		$2.2M Sell
49,401
-8,730
-15% -$364K 0.11% 78
2025
Q3 		$2.34M Buy
58,131
+1,026
+2% +$39.7K 0.11% 75
2025
Q2 		$1.98M Sell
57,105
-5,370
-9% -$176K 0.1% 81
2025
Q1 		$2.24M Sell
62,475
-25,630
-29% -$909K 0.12% 78
2024
Q4 		$2.79M Sell
88,105
-33,325
-27% -$1.11M 0.15% 68
2024
Q3 		$3.83M Sell
121,430
-13,465
-10% -$420K 0.19% 65
2024
Q2 		$4.2M Sell
134,895
-7,350
-5% -$222K 0.22% 61
2024
Q1 		$4.54M Sell
142,245
-11,250
-7% -$311K 0.23% 60
2023
Q4 		$4.14M Sell
153,495
-36,396
-19% -$875K 0.23% 59
2023
Q3 		$4.69M Sell
189,891
-39,777
-17% -$1.04M 0.28% 56
2023
Q2 		$5.92M Sell
229,668
-41,385
-15% -$908K 0.33% 54
2023
Q1 		$6.09M Sell
271,053
-11,940
-4% -$355K 0.36% 54
2022
Q4 		$8.69M Sell
282,993
-45,408
-14% -$1.8M 0.52% 53
2022
Q3 		$14.4M Sell
328,401
-6,110
-2% -$294K 0.97% 41
2022
Q2 		$15.6M Buy
334,511
+12,267
+4% +$700K 0.99% 41
2022
Q1 		$21.1M Buy
322,244
+27,927
+9% +$1.91M 1.17% 37
2021
Q4 		$20.1M Sell
294,317
-550
-0.2% -$38.8K 1.06% 37
2021
Q3 		$20.3M Buy
294,867
+2,715
+0.9% +$177K 1.17% 35
2021
Q2 		$18.4M Buy
292,152
+1,160
+0.4% +$76.6K 1.06% 39
2021
Q1 		$18.1M Buy
290,992
+6,061
+2% +$335K 1.12% 37
2020
Q4 		$14.3M Buy
284,931
+2,392
+0.8% +$102K 0.96% 40
2020
Q3 		$8.85M Buy
282,539
+2,435
+0.9% +$86.9K 0.67% 45
2020
Q2 		$10.3M Buy
280,104
+1,171
+0.4% +$41.2K 0.84% 42
2020
Q1 		$7.34M Buy
278,933
+21,107
+8% +$1M 0.71% 43
2019
Q4 		$15.2M Buy
257,826
+6,800
+3% +$400K 1.14% 34
2019
Q3 		$15.1M Buy
251,026
+26,085
+12% +$1.56M 1.22% 32
2019
Q2 		$14.5M Buy
224,941
+8,395
+4% +$536K 1.17% 31
2019
Q1 		$12.7M Buy
216,546
+4,135
+2% +$245K 1.07% 34
2018
Q4 		$10.9M Buy
212,411
+13,075
+7% +$795K 1.05% 36
2018
Q3 		$13.5M Buy
199,336
+17,565
+10% +$1.16M 1.1% 37
2018
Q2 		$11.3M Buy
181,771
+25,225
+16% +$1.73M 0.97% 41
2018
Q1 		$11.4M Sell
156,546
-1,063
-0.7% -$83.4K 1% 41
2017
Q4 		$12.1M Buy
157,609
+508
+0.3% +$38.4K 1.02% 39
2017
Q3 		$11.5M Buy
157,101
+2,617
+2% +$185K 1.02% 39
2017
Q2 		$10.4M Buy
154,484
+7,035
+5% +$465K 0.97% 39
2017
Q1 		$9.65M Buy
147,449
+6,085
+4% +$416K 0.91% 41
2016
Q4 		$9.37M Sell
141,364
-40
-0% -$2.33K 0.94% 38
2016
Q3 		$6.64M Buy
141,404
+1,365
+1% +$61.1K 0.68% 42
2016
Q2 		$5.43M Buy
140,039
+2,510
+2% +$106K 0.58% 46
2016
Q1 		$5.39M Buy
137,529
+20,873
+18% +$815K 0.6% 48
2015
Q4 		$5.86M Buy
116,656
+4,625
+4% +$242K 0.67% 45
2015
Q3 		$5.32M Buy
112,031
+10,930
+11% +$586K 0.68% 47
2015
Q2 		$5.99M Sell
101,101
-1,975
-2% -$116K 0.7% 47
2015
Q1 		$5.92M Buy
103,076
+850
+0.8% +$47.5K 0.69% 47
2014
Q4 		$5.89M Buy
102,226
+1,250
+1% +$68K 0.7% 44
2014
Q3 		$5.41M Buy
100,976
+650
+0.6% +$34.6K 0.65% 46
2014
Q2 		$5.16M Sell
100,326
-375
-0.4% -$18.5K 0.62% 46
2014
Q1 		$5.1M Sell
100,701
-5,155
-5% -$259K 0.63% 47
2013
Q4 		$5.46M Sell
105,856
-3,650
-3% -$175K 0.67% 44
2013
Q3 		$4.6M Sell
109,506
-15,884
-13% -$671K 0.62% 49
2013
Q2 		$4.57M Buy
+125,390
New +$4.28M 0.67% 46

Other funds holding LNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waters Parkerson & Co's LNC Position: Q2 2026 in Review

Waters Parkerson & Co reduced its Lincoln National (LNC) stake by 4.5% in Q2 2026, selling an estimated $75.2K and leaving 44,033 shares worth $1.56M. The position accounts for 0.08% of the portfolio, ranked #87.

Waters Parkerson & Co first reported a position in LNC in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.1M in Q1 2022. 323 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Waters Parkerson & Co held 44,033 shares of Lincoln National worth $1.56M as of Q2 2026.
  • Waters Parkerson & Co sold 2,090 Lincoln National shares in Q2 2026, an estimated $75.2K.
  • Lincoln National made up 0.08% of Waters Parkerson & Co's portfolio in Q2 2026, its #87 holding.
  • Waters Parkerson & Co first reported a position in Lincoln National in Q2 2013 and has held it in 53 quarters since.
  • Waters Parkerson & Co's Lincoln National position peaked at $21.1M in Q1 2022.
  • 323 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.