Western Wealth Management’s Lincoln National LNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$319K Sell
9,018
-1,866
-17% -$67.1K 0.01% 817
2026
Q1
$386K Buy
+10,884
New +$418K 0.01% 710

Other funds holding LNC

Western Wealth Management's LNC Position: Q2 2026 in Review

Western Wealth Management reduced its Lincoln National (LNC) stake by 17% in Q2 2026, selling an estimated $67.1K and leaving 9,018 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #817.

Western Wealth Management first reported a position in LNC in Q1 2026 and has held it in 2 quarters since. The position peaked at $386K in Q1 2026. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Western Wealth Management held 9,018 shares of Lincoln National worth $319K as of Q2 2026.
  • Western Wealth Management sold 1,866 Lincoln National shares in Q2 2026, an estimated $67.1K.
  • Lincoln National made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #817 holding.
  • Western Wealth Management first reported a position in Lincoln National in Q1 2026 and has held it in 2 quarters since.
  • Western Wealth Management's Lincoln National position peaked at $386K in Q1 2026.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.