Welch & Forbes’s Lincoln National LNC Stock Holding History

Welch & Forbes’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	$226K	Buy	6,382 +332	+5%	+$11.9K	﹤0.01%	369
2026 Q1	$215K	Buy	6,050 +50	+0.8%	+$1.92K	﹤0.01%	354
2025 Q4	$267K	Hold	6,000	–	–	﹤0.01%	338
2025 Q3	$242K	Hold	6,000	–	–	﹤0.01%	357
2025 Q2	$208K	Hold	6,000	–	–	﹤0.01%	369
2025 Q1	$215K	Buy	+6,000	New	+$213K	﹤0.01%	354
2022 Q4	–	Sell	-6,000	Closed	-$263K	–	377
2022 Q3	$263K	Hold	6,000	–	–	0.01%	340
2022 Q2	$281K	Hold	6,000	–	–	0.01%	335
2022 Q1	$392K	Hold	6,000	–	–	0.01%	310
2021 Q4	$410K	Hold	6,000	–	–	0.01%	303
2021 Q3	$413K	Hold	6,000	–	–	0.01%	299
2021 Q2	$377K	Hold	6,000	–	–	0.01%	322
2021 Q1	$374K	Hold	6,000	–	–	0.01%	314
2020 Q4	$302K	Buy	+6,000	New	+$255K	0.01%	335
2020 Q3	–	Sell	-6,000	Closed	-$221K	–	356
2020 Q2	$221K	Buy	+6,000	New	+$211K	0.01%	336
2020 Q1	–	Sell	-6,000	Closed	-$354K	–	347
2019 Q4	$354K	Hold	6,000	–	–	0.01%	290
2019 Q3	$362K	Sell	6,000 -74	-1%	-$4.43K	0.01%	292
2019 Q2	$391K	Buy	6,074 +74	+1%	+$4.73K	0.01%	280
2019 Q1	$352K	Hold	6,000	–	–	0.01%	287
2018 Q4	$308K	Hold	6,000	–	–	0.01%	286
2018 Q3	$406K	Hold	6,000	–	–	0.01%	278
2018 Q2	$374K	Sell	6,000 -2,159	-26%	-$148K	0.01%	282
2018 Q1	$597K	Buy	8,159 +99	+1%	+$7.77K	0.02%	236
2017 Q4	$619K	Hold	8,060	–	–	0.02%	220
2017 Q3	$592K	Hold	8,060	–	–	0.02%	225
2017 Q2	$544K	Sell	8,060 -9	-0.1%	-$595	0.02%	228
2017 Q1	$528K	Buy	8,069 +9	+0.1%	+$615	0.02%	233
2016 Q4	$535K	Hold	8,060	–	–	0.02%	229
2016 Q3	$379K	Hold	8,060	–	–	0.01%	236
2016 Q2	$313K	Sell	8,060 -1,000	-11%	-$42.4K	0.01%	277
2016 Q1	$355K	Sell	9,060 -4,075	-31%	-$159K	0.01%	270
2015 Q4	$661K	Buy	13,135 +2,060	+19%	+$108K	0.02%	214
2015 Q3	$526K	Sell	11,075 -2,560	-19%	-$137K	0.02%	242
2015 Q2	$807K	Hold	13,635	–	–	0.03%	212
2015 Q1	$783K	Sell	13,635 -1,500	-10%	-$83.8K	0.02%	220
2014 Q4	$873K	Buy	15,135 +550	+4%	+$29.9K	0.03%	218
2014 Q3	$782K	Buy	14,585 +4,025	+38%	+$214K	0.02%	222
2014 Q2	$543K	Hold	10,560	–	–	0.02%	241
2014 Q1	$535K	Hold	10,560	–	–	0.02%	251
2013 Q4	$545K	Hold	10,560	–	–	0.02%	241
2013 Q3	$443K	Sell	10,560 -1,500	-12%	-$63.3K	0.01%	264
2013 Q2	$440K	Buy	+12,060	New	+$411K	0.02%	245

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Welch & Forbes's LNC Position: Q2 2026 in Review

Welch & Forbes increased its Lincoln National (LNC) stake by 5.5% in Q2 2026, buying an estimated $11.9K and bringing the position to 6,382 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Welch & Forbes first reported a position in LNC in Q2 2013 and has held it in 42 quarters since. The position peaked at $873K in Q4 2014. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Welch & Forbes held 6,382 shares of Lincoln National worth $226K as of Q2 2026.
Welch & Forbes bought 332 Lincoln National shares in Q2 2026, an estimated $11.9K.
Lincoln National made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #369 holding.
Welch & Forbes first reported a position in Lincoln National in Q2 2013 and has held it in 42 quarters since.
Welch & Forbes's Lincoln National position peaked at $873K in Q4 2014.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.