BluePath Capital Management’s Lincoln National LNC Stock Holding History

BluePath Capital 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	$1.04M	Buy	29,377 +286	+1%	+$10.3K	0.57%	72
2026 Q1	$1.03M	Buy	29,091 +2,920	+11%	+$112K	0.71%	62
2025 Q4	$1.17M	Buy	26,171 +2,931	+13%	+$122K	0.79%	39
2025 Q3	$937K	Buy	23,240 +4,753	+26%	+$184K	0.69%	56
2025 Q2	$640K	Buy	18,487 +3,441	+23%	+$113K	0.56%	63
2025 Q1	$540K	Sell	15,046 -10,192	-40%	-$362K	0.56%	57
2024 Q4	$776K	Buy	25,238 +4,205	+20%	+$140K	0.42%	68
2024 Q3	$663K	Sell	21,033 -3,589	-15%	-$112K	0.41%	68
2024 Q2	$766K	Buy	24,622 +2,697	+12%	+$81.6K	0.54%	48
2024 Q1	$700K	Sell	21,925 -1,563	-7%	-$43.2K	0.53%	32
2023 Q4	$664K	Buy	23,488 +3,808	+19%	+$91.5K	0.56%	34
2023 Q3	$486K	Buy	+19,680	New	+$515K	0.45%	42

Other funds holding LNC

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AWM

Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

BluePath Capital Management's LNC Position: Q2 2026 in Review

BluePath Capital Management increased its Lincoln National (LNC) stake by 0.98% in Q2 2026, buying an estimated $10.3K and bringing the position to 29,377 shares worth $1.04M. The position accounts for 0.57% of the portfolio, ranked #72.

BluePath Capital Management first reported a position in LNC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q4 2025. 139 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

BluePath Capital Management held 29,377 shares of Lincoln National worth $1.04M as of Q2 2026.
BluePath Capital Management bought 286 Lincoln National shares in Q2 2026, an estimated $10.3K.
Lincoln National made up 0.57% of BluePath Capital Management's portfolio in Q2 2026, its #72 holding.
BluePath Capital Management first reported a position in Lincoln National in Q3 2023 and has held it in 12 quarters since.
BluePath Capital Management's Lincoln National position peaked at $1.17M in Q4 2025.
139 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.