Whittier Trust’s Lincoln National LNC Stock Holding History

Whittier Trust’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	$17.3K	Sell	451 -200	-31%	-$7.19K	﹤0.01%	1058
2026 Q1	$23K	Buy	651 +3	+0.5%	+$115	﹤0.01%	977
2025 Q4	$30.1K	Hold	648	–	–	﹤0.01%	961
2025 Q3	$26.6K	Buy	648 +79	+14%	+$3.06K	﹤0.01%	962
2025 Q2	$19.7K	Hold	569	–	–	﹤0.01%	1113
2025 Q1	$20.4K	Hold	569	–	–	﹤0.01%	1100
2024 Q4	$18K	Sell	569 -266	-32%	-$8.87K	﹤0.01%	1134
2024 Q3	$26.3K	Hold	835	–	–	﹤0.01%	1043
2024 Q2	$26K	Buy	835 +431	+107%	+$13K	﹤0.01%	1036
2024 Q1	$12.9K	Sell	404 -101	-20%	-$2.79K	﹤0.01%	1225
2023 Q4	$13.6K	Sell	505 -26	-5%	-$625	﹤0.01%	1180
2023 Q3	$13.1K	Sell	531 -277	-34%	-$7.24K	﹤0.01%	1205
2023 Q2	$20.8K	Sell	808 -413	-34%	-$9.06K	﹤0.01%	1118
2023 Q1	$27.4K	Sell	1,221 -1,180	-49%	-$35.1K	﹤0.01%	1085
2022 Q4	$73.7K	Hold	2,401	–	–	﹤0.01%	891
2022 Q3	$105K	Sell	2,401 -25	-1%	-$1.2K	﹤0.01%	776
2022 Q2	$113K	Hold	2,426	–	–	﹤0.01%	760
2022 Q1	$159K	Buy	2,426 +25	+1%	+$1.71K	﹤0.01%	720
2021 Q4	$164K	Buy	2,401 +303	+14%	+$21.4K	﹤0.01%	713
2021 Q3	$144K	Hold	2,098	–	–	﹤0.01%	703
2021 Q2	$132K	Hold	2,098	–	–	﹤0.01%	734
2021 Q1	$131K	Hold	2,098	–	–	﹤0.01%	719
2020 Q4	$106K	Hold	2,098	–	–	﹤0.01%	698
2020 Q3	$66K	Sell	2,098 -32	-2%	-$1.14K	﹤0.01%	777
2020 Q2	$78K	Sell	2,130 -101	-5%	-$3.56K	﹤0.01%	716
2020 Q1	$59K	Sell	2,231 -89	-4%	-$4.22K	﹤0.01%	769
2019 Q4	$137K	Buy	2,320 +29	+1%	+$1.71K	﹤0.01%	631
2019 Q3	$138K	Hold	2,291	–	–	﹤0.01%	615
2019 Q2	$148K	Sell	2,291 -80	-3%	-$5.11K	﹤0.01%	583
2019 Q1	$139K	Hold	2,371	–	–	﹤0.01%	593
2018 Q4	$122K	Hold	2,371	–	–	﹤0.01%	595
2018 Q3	$160K	Hold	2,371	–	–	0.01%	544
2018 Q2	$148K	Hold	2,371	–	–	﹤0.01%	551
2018 Q1	$173K	Hold	2,371	–	–	0.01%	538
2017 Q4	$182K	Hold	2,371	–	–	0.01%	516
2017 Q3	$174K	Hold	2,371	–	–	0.01%	515
2017 Q2	$160K	Hold	2,371	–	–	0.01%	498
2017 Q1	$155K	Hold	2,371	–	–	0.01%	503
2016 Q4	$157K	Hold	2,371	–	–	0.01%	502
2016 Q3	$111K	Hold	2,371	–	–	﹤0.01%	551
2016 Q2	$92K	Hold	2,371	–	–	﹤0.01%	606
2016 Q1	$93K	Hold	2,371	–	–	﹤0.01%	600
2015 Q4	$119K	Sell	2,371 -816	-26%	-$42.7K	0.01%	555
2015 Q3	$151K	Sell	3,187 -101	-3%	-$5.42K	0.01%	494
2015 Q2	$195K	Hold	3,288	–	–	0.01%	479
2015 Q1	$189K	Hold	3,288	–	–	0.01%	473
2014 Q4	$190K	Hold	3,288	–	–	0.01%	451
2014 Q3	$176K	Hold	3,288	–	–	0.01%	449
2014 Q2	$169K	Hold	3,288	–	–	0.01%	457
2014 Q1	$167K	Hold	3,288	–	–	0.01%	467
2013 Q4	$170K	Sell	3,288 -696	-17%	-$33.3K	0.01%	461
2013 Q3	$167K	Hold	3,984	–	–	0.01%	464
2013 Q2	$145K	Buy	+3,984	New	+$136K	0.01%	469

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

Whittier Trust's LNC Position: Q2 2026 in Review

Whittier Trust reduced its Lincoln National (LNC) stake by 31% in Q2 2026, selling an estimated $7.19K and leaving 451 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Whittier Trust first reported a position in LNC in Q2 2013 and has held it in 53 quarters since. The position peaked at $195K in Q2 2015. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Whittier Trust held 451 shares of Lincoln National worth $17.3K as of Q2 2026.
Whittier Trust sold 200 Lincoln National shares in Q2 2026, an estimated $7.19K.
Lincoln National made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1058 holding.
Whittier Trust first reported a position in Lincoln National in Q2 2013 and has held it in 53 quarters since.
Whittier Trust's Lincoln National position peaked at $195K in Q2 2015.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.