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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
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

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 $43.3B AUM 29.3% 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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wedmont Private Capital's LNC Position: Q2 2026 in Review

Wedmont Private Capital increased its Lincoln National (LNC) stake by 26% in Q2 2026, buying an estimated $104K and bringing the position to 14,183 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #512.

Wedmont Private Capital first reported a position in LNC in Q2 2024 and has held it in 9 quarters since. 192 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Wedmont Private Capital held 14,183 shares of Lincoln National worth $563K as of Q2 2026.
  • Wedmont Private Capital bought 2,883 Lincoln National shares in Q2 2026, an estimated $104K.
  • Lincoln National made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #512 holding.
  • Wedmont Private Capital first reported a position in Lincoln National in Q2 2024 and has held it in 9 quarters since.
  • 192 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.