Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Lincoln National LNC Stock Holding History

Capital Fund Management (CFM)’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 		$731K Sell
20,600
-8,000
-28% -$307K ﹤0.01% 1783
2025
Q4 		$1.27M Buy
28,600
+3,900
+16% +$162K ﹤0.01% 1911
2025
Q3 		$996K Buy
+24,700
New +$955K ﹤0.01% 2104
2025
Q2 		– Sell
-20,000
Closed -$718K – 2442
2025
Q1 		$718K Sell
20,000
-80,400
-80% -$2.85M ﹤0.01% 1761
2024
Q4 		$3.18M Buy
100,400
+2,300
+2% +$76.7K 0.01% 1302
2024
Q3 		$3.09M Sell
98,100
-7,400
-7% -$231K 0.01% 1240
2024
Q2 		$3.28M Sell
105,500
-84,800
-45% -$2.57M 0.01% 1161
2024
Q1 		$6.08M Sell
190,300
-204,600
-52% -$5.65M 0.02% 964
2023
Q4 		$10.7M Sell
394,900
-104,100
-21% -$2.5M 0.03% 747
2023
Q3 		$12.3M Sell
499,000
-99,900
-17% -$2.61M 0.04% 523
2023
Q2 		$15.4M Buy
598,900
+431,200
+257% +$9.46M 0.06% 413
2023
Q1 		$3.77M Buy
+167,700
New +$4.99M 0.02% 834
2021
Q2 		– Sell
-12,100
Closed -$753K – 1549
2021
Q1 		$753K Buy
+12,100
New +$669K 0.01% 1043
2020
Q4 		– Sell
-20,700
Closed -$649K – 1438
2020
Q3 		$649K Buy
+20,700
New +$739K 0.01% 986
2019
Q4 		– Sell
-14,400
Closed -$869K – 1936
2019
Q3 		$869K Buy
+14,400
New +$861K 0.01% 1061
2017
Q2 		– Sell
-4,200
Closed -$275K – 1609
2017
Q1 		$275K Sell
4,200
-12,600
-75% -$862K ﹤0.01% 1317
2016
Q4 		$1.11M Buy
+16,800
New +$977K 0.01% 979
2015
Q3 		– Sell
-17,000
Closed -$1.01M – 1557
2015
Q2 		$1.01M Buy
17,000
+3,900
+30% +$228K 0.01% 829
2015
Q1 		$753K Buy
+13,100
New +$732K 0.01% 885
2014
Q2 		– Sell
-29,300
Closed -$1.49M – 1819
2014
Q1 		$1.49M Sell
29,300
-14,500
-33% -$729K 0.02% 797
2013
Q4 		$2.26M Buy
43,800
+21,400
+96% +$1.03M 0.03% 656
2013
Q3 		$941K Buy
+22,400
New +$946K 0.01% 899

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Fund Management (CFM)'s LNC Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its Lincoln National (LNC) stake by 30% in Q1 2026, buying an estimated $676K and bringing the position to 76,562 shares worth $2.72M. The position accounts for 0.01% of the portfolio, ranked #1211.

Capital Fund Management (CFM) first reported a position in LNC in Q2 2013 and has held it in 33 quarters since. The position peaked at $31.1M in Q1 2016. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Capital Fund Management (CFM) held 76,562 shares of Lincoln National worth $2.72M as of Q1 2026.
  • Capital Fund Management (CFM) bought 17,585 Lincoln National shares in Q1 2026, an estimated $676K.
  • Lincoln National made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1211 holding.
  • Capital Fund Management (CFM) first reported a position in Lincoln National in Q2 2013 and has held it in 33 quarters since.
  • Capital Fund Management (CFM)'s Lincoln National position peaked at $31.1M in Q1 2016.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.