Lincoln National Corporation
US ˙ NYSE ˙ US5341871094

SecurityLNC / Lincoln National Corporation
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership19,222 shares
Latest Disclosed Value $ 682,380
AE Wealth Management LLC reports 5.45% increase in ownership of LNC / Lincoln National Corporation

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 19,222 shares of Lincoln National Corporation (US:LNC) valued at $682,381 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 18,228 shares of Lincoln National Corporation. This represents a change in shares of 5.45% during the quarter. The current value of the position is $654,317 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F LINCOLN NATL CORP IND COM 534187109 19,222 994 5.45 682 -15.91 0.0001
2026-01-26 2025-12-31 13F LINCOLN NATL CORP IND COM 534187109 18,228 -859 -4.50 812 5.46 0.0047
2025-11-03 2025-09-30 13F LINCOLN NATL CORP IND COM 534187109 19,087 -384 -1.97 770 14.26 0.0049
2025-08-06 2025-06-30 13F LINCOLN NATL CORP IND COM 534187109 19,471 136 0.70 674 -3.03 0.0049
2025-05-06 2025-03-31 13F LINCOLN NATL CORP IND COM 534187109 19,335 261 1.37 694 14.90 0.0058
2025-02-13 2024-12-31 13F LINCOLN NATL CORP IND COM 534187109 19,074 -1,344 -6.58 605 -6.07 0.0051
2024-11-14 2024-09-30 13F LINCOLN NATL CORP IND COM 534187109 20,418 -213 -1.03 643 0.31 0.0058
2024-08-12 2024-06-30 13F LINCOLN NATL CORP IND COM 534187109 20,631 1,938 10.37 642 7.55 0.0064
2024-05-15 2024-03-31 13F LINCOLN NATL CORP IND COM 534187109 18,693 -30,963 -62.36 597 -57.70 0.0067
2024-02-14 2023-12-31 13F LINCOLN NATL CORP IND COM 534187109 49,656 5,469 12.38 1,410 29.27 0.0072
2023-10-11 2023-09-30 13F LINCOLN NATL CORP IND COM 534187109 44,187 -974 -2.16 1,091 -6.28 0.0065
2023-07-10 2023-06-30 13F LINCOLN NATL CORP IND COM 534187109 45,161 20,509 83.19 1,163 110.31 0.0070
2023-04-14 2023-03-31 13F LINCOLN NATL CORP IND COM 534187109 24,652 3,595 17.07 554 -14.40 0.0036
2023-01-31 2022-12-31 13F LINCOLN NATL CORP IND COM 534187109 21,057 -258,412 -92.47 647 -94.74 0.0047
2022-10-25 2022-09-30 13F LINCOLN NATL CORP IND COM 534187109 279,469 21,060 8.15 12,271 1.53 0.0973
2022-08-03 2022-06-30 13F LINCOLN NATL CORP IND COM 534187109 258,409 86,406 50.24 12,086 7.51 0.0967
2022-04-18 2022-03-31 13F LINCOLN NATL CORP IND COM 534187109 172,003 52,895 44.41 11,242 38.28 0.0771
2022-01-20 2021-12-31 13F LINCOLN NATL CORP IND COM 534187109 119,108 96,847 435.05 8,130 431.37 0.0567
2021-11-01 2021-09-30 13F LINCOLN NATL CORP IND COM 534187109 22,261 291 1.32 1,530 10.79 0.0126
2021-07-21 2021-06-30 13F LINCOLN NATL CORP IND COM 534187109 21,970 1,706 8.42 1,381 9.43 0.0121
2021-04-27 2021-03-31 13F LINCOLN NATL CORP IND COM 534187109 20,264 -5,567 -21.55 1,262 -2.92 0.0127
2021-02-01 2020-12-31 13F LINCOLN NATL CORP IND COM 534187109 25,831 3,513 15.74 1,300 85.98 0.0147
2020-11-06 2020-09-30 13F LINCOLN NATL CORP IND COM 534187109 22,318 4,477 25.09 699 6.55 0.0100
2020-08-05 2020-06-30 13F LINCOLN NATL CORP IND COM 534187109 17,841 4,458 33.31 656 86.36 0.0101
2020-05-07 2020-03-31 13F LINCOLN NATL CORP IND COM 534187109 13,383 4,319 47.65 352 -34.21 0.0081
2020-01-15 2019-12-31 13F LINCOLN NATL CORP IND COM 534187109 9,064 515 6.02 535 3.68 0.0116
2019-11-05 2019-09-30 13F LINCOLN NATL CORP IND COM 534187109 8,549 -228 -2.60 516 -8.83 0.0149
2019-07-22 2019-06-30 13F LINCOLN NATL CORP IND COM 534187109 8,777 8,777 566 0.0170
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.