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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-900
| Closed | -$28.4K | – | 1939 |
|
|
2024
Q3 | $28.4K | Hold |
900
| – | – | ﹤0.01% | 1838 |
|
|
2024
Q2 | $28K | Hold |
900
| – | – | ﹤0.01% | 1991 |
|
|
2024
Q1 | $28.7K | Sell |
900
-3,400
| -79% | -$93.9K | ﹤0.01% | 2244 |
|
|
2023
Q4 | $116K | Hold |
4,300
| – | – | ﹤0.01% | 1916 |
|
|
2023
Q3 | $106K | Buy |
4,300
+800
| +23% | +$20.9K | ﹤0.01% | 1945 |
|
|
2023
Q2 | $90.2K | Buy |
3,500
+100
| +3% | +$2.19K | ﹤0.01% | 1708 |
|
|
2023
Q1 | $76.4K | Sell |
3,400
-84,400
| -96% | -$2.51M | ﹤0.01% | 1398 |
|
|
2022
Q4 | $2.7M | Buy |
87,800
+80,300
| +1,071% | +$3.19M | 0.02% | 599 |
|
|
2022
Q3 | $329K | Buy |
7,500
+900
| +14% | +$43.3K | ﹤0.01% | 1383 |
|
|
2022
Q2 | $309K | Sell |
6,600
-2,400
| -27% | -$137K | ﹤0.01% | 1340 |
|
|
2022
Q1 | $588K | Sell |
9,000
-7,400
| -45% | -$506K | ﹤0.01% | 1452 |
|
|
2021
Q4 | $1.12M | Sell |
16,400
-8,100
| -33% | -$571K | ﹤0.01% | 1270 |
|
|
2021
Q3 | $1.68M | Buy |
24,500
+10,600
| +76% | +$692K | ﹤0.01% | 1259 |
|
|
2021
Q2 | $873K | Buy |
13,900
+5,600
| +67% | +$370K | ﹤0.01% | 1269 |
|
|
2021
Q1 | $517K | Sell |
8,300
-3,700
| -31% | -$204K | ﹤0.01% | 1258 |
|
|
2020
Q4 | $604K | Sell |
12,000
-8,700
| -42% | -$370K | ﹤0.01% | 1211 |
|
|
2020
Q3 | $649K | Buy |
20,700
+800
| +4% | +$28.6K | ﹤0.01% | 1119 |
|
|
2020
Q2 | $732K | Buy |
19,900
+1,000
| +5% | +$35.2K | ﹤0.01% | 993 |
|
|
2020
Q1 | $497K | Buy |
18,900
+400
| +2% | +$19K | 0.01% | 889 |
|
|
2019
Q4 | $1.09M | Buy |
18,500
+6,700
| +57% | +$394K | 0.01% | 981 |
|
|
2019
Q3 | $712K | Sell |
11,800
-1,500
| -11% | -$89.7K | ﹤0.01% | 1009 |
|
|
2019
Q2 | $857K | Buy |
13,300
+1,800
| +16% | +$115K | 0.01% | 994 |
|
|
2019
Q1 | $675K | Buy |
11,500
+5,000
| +77% | +$296K | 0.01% | 926 |
|
|
2018
Q4 | $334K | Buy |
6,500
+2,200
| +51% | +$134K | ﹤0.01% | 910 |
|
|
2018
Q3 | $291K | Buy |
+4,300
| New | +$284K | ﹤0.01% | 923 |
|
|
2014
Q1 | – | Sell |
-160,000
| Closed | -$8.26M | – | 470 |
|
|
2013
Q4 | $8.26M | Hold |
160,000
| – | – | 0.09% | 119 |
|
|
2013
Q3 | $6.72M | Buy |
160,000
+60,000
| +60% | +$2.53M | 0.07% | 156 |
|
|
2013
Q2 | $3.65M | Buy |
+100,000
| New | +$3.41M | 0.04% | 177 |
|
Other funds holding LNC
BCP
VPM
VCM
Capstone Investment Advisors's LNC Position: Q1 2026 in Review
Capstone Investment Advisors sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 13,883 shares — an estimated $618K sold.
Capstone Investment Advisors first reported a position in LNC in Q4 2015 and held it in 30 quarters. The position peaked at $5.47M in Q3 2022. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.
- Capstone Investment Advisors reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
- Capstone Investment Advisors sold 13,883 Lincoln National shares in Q1 2026, an estimated $618K.
- Capstone Investment Advisors first reported a position in Lincoln National in Q4 2015 and held it in 30 quarters.
- Capstone Investment Advisors's Lincoln National position peaked at $5.47M in Q3 2022.
- 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.