Capstone Investment Advisors’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $546K | Buy |
+15,432
| New | +$555K | ﹤0.01% | 1201 |
|
|
2026
Q1 | – | Sell |
-13,883
| Closed | -$618K | – | 1744 |
|
|
2025
Q4 | $618K | Buy |
+13,883
| New | +$578K | ﹤0.01% | 1067 |
|
|
2025
Q3 | – | Sell |
-13,520
| Closed | -$468K | – | 1991 |
|
|
2025
Q2 | $468K | Buy |
+13,520
| New | +$442K | ﹤0.01% | 1172 |
|
|
2024
Q4 | – | Sell |
-68,562
| Closed | -$2.16M | – | 1940 |
|
|
2024
Q3 | $2.16M | Hold |
68,562
| – | – | 0.01% | 710 |
|
|
2024
Q2 | $2.13M | Sell |
68,562
-5,374
| -7% | -$163K | 0.01% | 695 |
|
|
2024
Q1 | $2.36M | Sell |
73,936
-6,246
| -8% | -$173K | 0.01% | 715 |
|
|
2023
Q4 | $2.16M | Sell |
80,182
-1,087
| -1% | -$26.1K | 0.01% | 774 |
|
|
2023
Q3 | $2.01M | Buy |
81,269
+7,191
| +10% | +$188K | 0.01% | 726 |
|
|
2023
Q2 | $1.91M | Buy |
74,078
+10,624
| +17% | +$233K | 0.01% | 650 |
|
|
2023
Q1 | $1.43M | Sell |
63,454
-69,717
| -52% | -$2.07M | 0.01% | 685 |
|
|
2022
Q4 | $4.09M | Buy |
133,171
+8,569
| +7% | +$340K | 0.03% | 449 |
|
|
2022
Q3 | $5.47M | Buy |
124,602
+11,530
| +10% | +$555K | 0.03% | 381 |
|
|
2022
Q2 | $5.29M | Buy |
113,072
+58,710
| +108% | +$3.35M | 0.03% | 396 |
|
|
2022
Q1 | $3.55M | Buy |
54,362
+14,862
| +38% | +$1.02M | 0.01% | 821 |
|
|
2021
Q4 | $2.7M | Buy |
39,500
+39,440
| +65,733% | +$2.78M | ﹤0.01% | 1032 |
|
|
2021
Q3 | $4K | Sell |
60
-6,019
| -99% | -$393K | ﹤0.01% | 1991 |
|
|
2021
Q2 | $382K | Buy |
+6,079
| New | +$401K | ﹤0.01% | 1431 |
|
|
2021
Q1 | – | Sell |
-8,347
| Closed | -$461K | – | 1844 |
|
|
2020
Q4 | $420K | Sell |
8,347
-24,313
| -74% | -$1.03M | ﹤0.01% | 1295 |
|
|
2020
Q3 | $1.02M | Buy |
32,660
+22,434
| +219% | +$801K | 0.01% | 1010 |
|
|
2020
Q2 | $376K | Buy |
10,226
+4,810
| +89% | +$169K | ﹤0.01% | 1138 |
|
|
2020
Q1 | $143K | Sell |
5,416
-7,935
| -59% | -$377K | ﹤0.01% | 1042 |
|
|
2019
Q4 | $788K | Buy |
13,351
+9,402
| +238% | +$553K | ﹤0.01% | 1054 |
|
|
2019
Q3 | $238K | Buy |
3,949
+1,127
| +40% | +$67.4K | ﹤0.01% | 1207 |
|
|
2019
Q2 | $182K | Sell |
2,822
-4,282
| -60% | -$274K | ﹤0.01% | 1267 |
|
|
2019
Q1 | $417K | Buy |
7,104
+5,825
| +455% | +$345K | ﹤0.01% | 1029 |
|
|
2018
Q4 | $66K | Buy |
1,279
+425
| +50% | +$25.8K | ﹤0.01% | 1169 |
|
|
2018
Q3 | $58K | Buy |
+854
| New | +$56.4K | ﹤0.01% | 1197 |
|
|
2017
Q4 | – | Sell |
-4,199
| Closed | -$308K | – | 585 |
|
|
2017
Q3 | $308K | Buy |
+4,199
| New | +$296K | 0.01% | 390 |
|
|
2017
Q2 | – | Sell |
-67,400
| Closed | -$4.41M | – | 802 |
|
|
2017
Q1 | $4.41M | Buy |
67,400
+35,812
| +113% | +$2.45M | 0.11% | 156 |
|
|
2016
Q4 | $2.09M | Buy |
+31,588
| New | +$1.84M | 0.06% | 272 |
|
|
2016
Q1 | – | Sell |
-20,800
| Closed | -$1.04M | – | 719 |
|
|
2015
Q4 | $1.04M | Buy |
+20,800
| New | +$1.09M | 0.03% | 237 |
|
Other funds holding LNC
BCP
Capstone Investment Advisors's LNC Position: Q2 2026 in Review
Capstone Investment Advisors opened a new position in Lincoln National (LNC) in Q2 2026: 15,432 shares worth $546K. The stake represents ﹤0.01% of the portfolio and ranks #1201 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in LNC as recently as Q4 2025.
Capstone Investment Advisors first reported a position in LNC in Q4 2015 and has held it in 31 quarters since. The position peaked at $5.47M in Q3 2022. 619 funds tracked by Wall St. Rank hold LNC as of Q2 2026.
- Capstone Investment Advisors held 15,432 shares of Lincoln National worth $546K as of Q2 2026.
- Lincoln National was a new Capstone Investment Advisors position in Q2 2026.
- Lincoln National made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1201 holding.
- Capstone Investment Advisors first reported a position in Lincoln National in Q4 2015 and has held it in 31 quarters since.
- Capstone Investment Advisors's Lincoln National position peaked at $5.47M in Q3 2022.
- 619 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.
Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.