Wedmont Private Capital’s Lincoln National LNC Stock Holding History

Wedmont Private 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 Q3	$631K	Buy	15,391 +1,208	+9%	+$51.5K	0.02%	521
2026 Q2	$563K	Buy	14,183 +2,883	+26%	+$104K	0.02%	512
2026 Q1	$403K	Sell	11,300 -185	-2%	-$7.11K	0.01%	570
2025 Q4	$513K	Buy	11,485 +619	+6%	+$25.8K	0.02%	461
2025 Q3	$435K	Buy	10,866 +117	+1%	+$4.53K	0.02%	500
2025 Q2	$370K	Buy	10,749 +311	+3%	+$10.2K	0.02%	510
2025 Q1	$308K	Buy	10,438 +1,032	+11%	+$36.6K	0.02%	511
2024 Q4	$283K	Buy	9,406 +21	+0.2%	+$700	0.01%	552
2024 Q3	$292K	Buy	9,385 +135	+1%	+$4.21K	0.02%	514
2024 Q2	$298K	Buy	+9,250	New	+$280K	0.02%	498

Other funds holding LNC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Wedmont Private Capital's LNC Position: Q3 2026 in Review

Wedmont Private Capital increased its Lincoln National (LNC) stake by 8.5% in Q3 2026, buying an estimated $51.5K and bringing the position to 15,391 shares worth $631K. The position accounts for 0.02% of the portfolio, ranked #521.

Wedmont Private Capital first reported a position in LNC in Q2 2024 and has held it in 10 quarters since. 28 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

Wedmont Private Capital held 15,391 shares of Lincoln National worth $631K as of Q3 2026.
Wedmont Private Capital bought 1,208 Lincoln National shares in Q3 2026, an estimated $51.5K.
Lincoln National made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #521 holding.
Wedmont Private Capital first reported a position in Lincoln National in Q2 2024 and has held it in 10 quarters since.
28 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.