Zacks Investment Management’s Lincoln National LNC Stock Holding History

Zacks Investment Management’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	$297K	Buy	+8,391	New	+$302K	﹤0.01%	592
2026 Q1	–	Sell	-5,559	Closed	-$248K	–	770
2025 Q4	$248K	Sell	5,559 -865	-13%	-$36K	﹤0.01%	621
2025 Q3	$259K	Buy	+6,424	New	+$248K	﹤0.01%	613
2017 Q2	–	Sell	-57,856	Closed	-$3.79M	–	646
2017 Q1	$3.79M	Buy	+57,856	New	+$3.96M	0.1%	164
2015 Q4	–	Sell	-9,917	Closed	-$471K	–	615
2015 Q3	$471K	Buy	9,917 +42	+0.4%	+$2.25K	0.02%	437
2015 Q2	$585K	Buy	9,875 +669	+7%	+$39.2K	0.02%	410
2015 Q1	$529K	Buy	9,206 +257	+3%	+$14.4K	0.02%	411
2014 Q4	$516K	Buy	8,949 +1,369	+18%	+$74.5K	0.02%	404
2014 Q3	$406K	Buy	7,580 +721	+11%	+$38.3K	0.01%	451
2014 Q2	$353K	Buy	+6,859	New	+$339K	0.01%	525

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

Zacks Investment Management's LNC Position: Q2 2026 in Review

Zacks Investment Management opened a new position in Lincoln National (LNC) in Q2 2026: 8,391 shares worth $297K. The stake represents ﹤0.01% of the portfolio and ranks #592 among its holdings. This is a return to the name: Zacks Investment Management previously reported a position in LNC as recently as Q4 2025.

Zacks Investment Management first reported a position in LNC in Q2 2014 and has held it in 10 quarters since. The position peaked at $3.79M in Q1 2017. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Zacks Investment Management held 8,391 shares of Lincoln National worth $297K as of Q2 2026.
Lincoln National was a new Zacks Investment Management position in Q2 2026.
Lincoln National made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #592 holding.
Zacks Investment Management first reported a position in Lincoln National in Q2 2014 and has held it in 10 quarters since.
Zacks Investment Management's Lincoln National position peaked at $3.79M in Q1 2017.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.