Capital Investment Advisory Services’s Lincoln National LNC Stock Holding History

Capital Investment Advisory Services’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	$1.23M	Buy	34,932 +407	+1%	+$14.6K	0.08%	259
2026 Q1	$1.23M	Buy	34,525 +470	+1%	+$18.1K	0.09%	228
2025 Q4	$1.52M	Sell	34,055 -573	-2%	-$23.9K	0.11%	188
2025 Q3	$1.4M	Sell	34,628 -2,691	-7%	-$104K	0.11%	191
2025 Q2	$1.29M	Buy	37,319 +9	+0%	+$294	0.11%	193
2025 Q1	$1.34M	Sell	37,310 -192	-0.5%	-$6.81K	0.12%	175
2024 Q4	$1.19M	Buy	37,502 +1,352	+4%	+$45.1K	0.11%	172
2024 Q3	$1.14M	Buy	36,150 +1,008	+3%	+$31.4K	0.11%	183
2024 Q2	$1.09M	Buy	35,142 +9,427	+37%	+$285K	0.11%	182
2024 Q1	$821K	Buy	+25,715	New	+$710K	0.09%	220
2019 Q4	–	Sell	-3,138	Closed	-$189K	–	947
2019 Q3	$189K	Hold	3,138	–	–	0.05%	277
2019 Q2	$205K	Buy	3,138 +488	+18%	+$31.2K	0.06%	272
2019 Q1	$156K	Buy	2,650 +200	+8%	+$11.8K	0.06%	251
2018 Q4	$126K	Buy	+2,450	New	+$149K	0.05%	257

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Investment Advisory Services's LNC Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Lincoln National (LNC) stake by 1.2% in Q2 2026, buying an estimated $14.6K and bringing the position to 34,932 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #259.

Capital Investment Advisory Services first reported a position in LNC in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.52M in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Capital Investment Advisory Services held 34,932 shares of Lincoln National worth $1.23M as of Q2 2026.
Capital Investment Advisory Services bought 407 Lincoln National shares in Q2 2026, an estimated $14.6K.
Lincoln National made up 0.08% of Capital Investment Advisory Services's portfolio in Q2 2026, its #259 holding.
Capital Investment Advisory Services first reported a position in Lincoln National in Q4 2018 and has held it in 14 quarters since.
Capital Investment Advisory Services's Lincoln National position peaked at $1.52M in Q4 2025.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.