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C.M. Bidwell & Associates’s Lincoln National LNC Stock Holding History

C.M. Bidwell & Associates’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 		– Sell
-1,498
Closed -$53.2K – 523
2026
Q1 		$53.2K Sell
1,498
-487
-25% -$18.7K 0.02% 223
2025
Q4 		$88.4K Buy
+1,985
New +$82.7K 0.04% 188
2020
Q1 		– Sell
-57
Closed -$3K – 415
2019
Q4 		$3K Hold
57
– – ﹤0.01% 366
2019
Q3 		$3K Hold
57
– – ﹤0.01% 378
2019
Q2 		$4K Hold
57
– – ﹤0.01% 345
2019
Q1 		$3K Hold
57
– – ﹤0.01% 352
2018
Q4 		$3K Hold
57
– – ﹤0.01% 345
2018
Q3 		$4K Hold
57
– – ﹤0.01% 328
2018
Q2 		$4K Hold
57
– – ﹤0.01% 345
2018
Q1 		$4K Sell
57
-5,065
-99% -$397K ﹤0.01% 327
2017
Q4 		$394K Sell
5,122
-30
-0.6% -$2.27K 0.34% 87
2017
Q3 		$379K Buy
5,152
+5,095
+8,939% +$359K 0.58% 57
2017
Q2 		$4K Buy
+57
New +$3.77K ﹤0.01% 253
2017
Q1 		– Sell
-63,175
Closed -$4.19M – 269
2016
Q4 		$4.19M Buy
+63,175
New +$3.67M 0.99% 36
2015
Q2 		– Sell
-3,895
Closed -$224K – 245
2015
Q1 		$224K Sell
3,895
-1,960
-33% -$109K 0.05% 142
2014
Q4 		$338K Buy
5,855
+1,280
+28% +$69.7K 0.08% 110
2014
Q3 		$245K Sell
4,575
-86,355
-95% -$4.59M 0.06% 132
2014
Q2 		$4.68M Buy
+90,930
New +$4.49M 1.07% 28
2014
Q1 		– Sell
-91,490
Closed -$4.72M – 249
2013
Q4 		$4.72M Buy
91,490
+15
+0% +$719 1.17% 23
2013
Q3 		$3.84M Buy
+91,475
New +$3.86M 1.06% 26

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

C.M. Bidwell & Associates's LNC Position: Q2 2026 in Review

C.M. Bidwell & Associates sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 1,498 shares — an estimated $53.2K sold.

C.M. Bidwell & Associates first reported a position in LNC in Q3 2013 and held it in 20 quarters. The position peaked at $4.72M in Q4 2013. 619 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • C.M. Bidwell & Associates reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,498 Lincoln National shares in Q2 2026, an estimated $53.2K.
  • C.M. Bidwell & Associates first reported a position in Lincoln National in Q3 2013 and held it in 20 quarters.
  • C.M. Bidwell & Associates's Lincoln National position peaked at $4.72M in Q4 2013.
  • 619 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.