Bank of Montreal’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
Q1 | $1.46M | Buy |
41,185
+1,453
| +4% | +$55.8K | ﹤0.01% | 1834 |
|
|
2025
Q4 | $1.77M | Sell |
39,732
-558
| -1% | -$23.2K | ﹤0.01% | 1708 |
|
|
2025
Q3 | $1.62M | Sell |
40,290
-14,933
| -27% | -$578K | ﹤0.01% | 1745 |
|
|
2025
Q2 | $1.91M | Buy |
55,223
+868
| +2% | +$28.4K | ﹤0.01% | 1599 |
|
|
2025
Q1 | $1.95M | Buy |
54,355
+6,250
| +13% | +$222K | ﹤0.01% | 1521 |
|
|
2024
Q4 | $1.53M | Sell |
48,105
-277,703
| -85% | -$9.26M | ﹤0.01% | 1659 |
|
|
2024
Q3 | $10.2M | Buy |
325,808
+177,430
| +120% | +$5.53M | ﹤0.01% | 1033 |
|
|
2024
Q2 | $4.76M | Buy |
148,378
+15,778
| +12% | +$477K | ﹤0.01% | 1279 |
|
|
2024
Q1 | $4.26M | Buy |
132,600
+86,059
| +185% | +$2.38M | ﹤0.01% | 1295 |
|
|
2023
Q4 | $1.29M | Sell |
46,541
-10,340
| -18% | -$249K | ﹤0.01% | 1913 |
|
|
2023
Q3 | $1.49M | Sell |
56,881
-66,764
| -54% | -$1.75M | ﹤0.01% | 1850 |
|
|
2023
Q2 | $3.2M | Buy |
123,645
+24,429
| +25% | +$536K | ﹤0.01% | 1559 |
|
|
2023
Q1 | $2.23M | Sell |
99,216
-19,345
| -16% | -$575K | ﹤0.01% | 1644 |
|
|
2022
Q4 | $3.97M | Buy |
118,561
+24,480
| +26% | +$972K | ﹤0.01% | 1419 |
|
|
2022
Q3 | $4.21K | Sell |
94,081
-17,512
| -16% | -$843K | ﹤0.01% | 1435 |
|
|
2022
Q2 | $5.45K | Sell |
111,593
-5,843
| -5% | -$333K | ﹤0.01% | 1375 |
|
|
2022
Q1 | $7.87M | Sell |
117,436
-31,236
| -21% | -$2.13M | ﹤0.01% | 1255 |
|
|
2021
Q4 | $10.3M | Sell |
148,672
-193,628
| -57% | -$13.7M | 0.01% | 949 |
|
|
2021
Q3 | $24.3M | Buy |
342,300
+54,420
| +19% | +$3.56M | 0.01% | 831 |
|
|
2021
Q2 | $17.9M | Buy |
287,880
+71,457
| +33% | +$4.72M | 0.01% | 959 |
|
|
2021
Q1 | $13.6M | Buy |
216,423
+36,324
| +20% | +$2.01M | 0.01% | 856 |
|
|
2020
Q4 | $9.27M | Buy |
180,099
+13,502
| +8% | +$574K | 0.01% | 1059 |
|
|
2020
Q3 | $5.62M | Buy |
166,597
+31,253
| +23% | +$1.12M | ﹤0.01% | 1130 |
|
|
2020
Q2 | $4.43M | Sell |
135,344
-5,634
| -4% | -$198K | ﹤0.01% | 1220 |
|
|
2020
Q1 | $3.32M | Sell |
140,978
-72,750
| -34% | -$3.45M | ﹤0.01% | 1174 |
|
|
2019
Q4 | $12.6M | Sell |
213,728
-136,435
| -39% | -$8.03M | 0.01% | 861 |
|
|
2019
Q3 | $21.1M | Buy |
350,163
+64,805
| +23% | +$3.88M | 0.02% | 612 |
|
|
2019
Q2 | $18.4M | Buy |
285,358
+123,196
| +76% | +$7.87M | 0.02% | 668 |
|
|
2019
Q1 | $9.52M | Sell |
162,162
-6,809
| -4% | -$403K | 0.01% | 872 |
|
|
2018
Q4 | $8.67M | Sell |
168,971
-34,304
| -17% | -$2.09M | 0.01% | 838 |
|
|
2018
Q3 | $13.8M | Buy |
203,275
+38,946
| +24% | +$2.57M | 0.01% | 791 |
|
|
2018
Q2 | $10.2M | Sell |
164,329
-47,103
| -22% | -$3.22M | 0.01% | 880 |
|
|
2018
Q1 | $15.4M | Sell |
211,432
-26,822
| -11% | -$2.1M | 0.01% | 694 |
|
|
2017
Q4 | $18.3M | Buy |
238,254
+1,866
| +0.8% | +$141K | 0.02% | 653 |
|
|
2017
Q3 | $17.4M | Sell |
236,388
-309,826
| -57% | -$21.9M | 0.02% | 640 |
|
|
2017
Q2 | $36.9M | Sell |
546,214
-765,180
| -58% | -$50.6M | 0.04% | 411 |
|
|
2017
Q1 | $85.8M | Sell |
1,311,394
-1,191,484
| -48% | -$81.5M | 0.08% | 202 |
|
|
2016
Q4 | $160M | Sell |
2,502,878
-234,283
| -9% | -$13.6M | 0.17% | 121 |
|
|
2016
Q3 | $129M | Buy |
2,737,161
+557,065
| +26% | +$24.9M | 0.14% | 139 |
|
|
2016
Q2 | $84.5M | Sell |
2,180,096
-14,139
| -0.6% | -$600K | 0.1% | 181 |
|
|
2016
Q1 | $86M | Sell |
2,194,235
-42,184
| -2% | -$1.65M | 0.09% | 157 |
|
|
2015
Q4 | $112M | Buy |
2,236,419
+946,844
| +73% | +$49.6M | 0.13% | 124 |
|
|
2015
Q3 | $61.2M | Sell |
1,289,575
-3,578
| -0.3% | -$192K | 0.08% | 215 |
|
|
2015
Q2 | $76.6M | Buy |
1,293,153
+26,713
| +2% | +$1.56M | 0.09% | 205 |
|
|
2015
Q1 | $72.8M | Buy |
1,266,440
+611,793
| +93% | +$34.2M | 0.08% | 213 |
|
|
2014
Q4 | $37.8M | Sell |
654,647
-45,272
| -6% | -$2.46M | 0.04% | 329 |
|
|
2014
Q3 | $37.5M | Buy |
699,919
+185,953
| +36% | +$9.89M | 0.04% | 340 |
|
|
2014
Q2 | $26.4M | Buy |
513,966
+129,581
| +34% | +$6.4M | 0.03% | 400 |
|
|
2014
Q1 | $19.5M | Buy |
384,385
+578
| +0.2% | +$29.1K | 0.03% | 435 |
|
|
2013
Q4 | $19.8M | Buy |
383,807
+86,943
| +29% | +$4.16M | 0.03% | 386 |
|
|
2013
Q3 | $12.5M | Buy |
296,864
+9,701
| +3% | +$410K | 0.02% | 461 |
|
|
2013
Q2 | $10.5M | Buy |
+287,163
| New | +$9.79M | 0.02% | 479 |
|
Other funds holding LNC
BCP
VPM
VCM
Bank of Montreal's LNC Position: Q1 2026 in Review
Bank of Montreal increased its Lincoln National (LNC) stake by 3.7% in Q1 2026, buying an estimated $55.8K and bringing the position to 41,185 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1834.
Bank of Montreal first reported a position in LNC in Q2 2013 and has held it in 52 quarters since. The position peaked at $160M in Q4 2016. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.
- Bank of Montreal held 41,185 shares of Lincoln National worth $1.46M as of Q1 2026.
- Bank of Montreal bought 1,453 Lincoln National shares in Q1 2026, an estimated $55.8K.
- Lincoln National made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1834 holding.
- Bank of Montreal first reported a position in Lincoln National in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Lincoln National position peaked at $160M in Q4 2016.
- 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.