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 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 $666M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

C.M. Bidwell & Associates's LNC Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its Lincoln National (LNC) stake by 25% in Q1 2026, selling an estimated $18.7K and leaving 1,498 shares worth $53.2K. The position accounts for 0.02% of the portfolio, ranked #223.

C.M. Bidwell & Associates first reported a position in LNC in Q3 2013 and has held it in 20 quarters since. The position peaked at $4.72M in Q4 2013. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

C.M. Bidwell & Associates held 1,498 shares of Lincoln National worth $53.2K as of Q1 2026.
C.M. Bidwell & Associates sold 487 Lincoln National shares in Q1 2026, an estimated $18.7K.
Lincoln National made up 0.02% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #223 holding.
C.M. Bidwell & Associates first reported a position in Lincoln National in Q3 2013 and has held it in 20 quarters since.
C.M. Bidwell & Associates's Lincoln National position peaked at $4.72M in Q4 2013.
614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.