Whipplewood Advisors’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
$848 Hold
24
﹤0.01% 567
2026
Q1
$852 Buy
+24
New +$922 ﹤0.01% 922
2025
Q3
Sell
-36
Closed -$1.25K 794
2025
Q2
$1.25K Sell
36
-22
-38% -$720 ﹤0.01% 972
2025
Q1
$1.29K Buy
58
+22
+61% +$780 ﹤0.01% 976
2024
Q4
$1.14K Buy
+36
New +$1.2K ﹤0.01% 997

Other funds holding LNC

Whipplewood Advisors's LNC Position: Q2 2026 in Review

Whipplewood Advisors held its Lincoln National (LNC) position steady in Q2 2026 at 24 shares worth $848. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Whipplewood Advisors first reported a position in LNC in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.29K in Q1 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Whipplewood Advisors held 24 shares of Lincoln National worth $848 as of Q2 2026.
  • Whipplewood Advisors left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #567 holding.
  • Whipplewood Advisors first reported a position in Lincoln National in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Lincoln National position peaked at $1.29K in Q1 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.