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 |
-4,500
| Closed | -$142K | – | 1941 |
|
|
2024
Q3 | $142K | Sell |
4,500
-100
| -2% | -$3.12K | ﹤0.01% | 1661 |
|
|
2024
Q2 | $143K | Sell |
4,600
-200
| -4% | -$6.05K | ﹤0.01% | 1832 |
|
|
2024
Q1 | $153K | Sell |
4,800
-8,800
| -65% | -$243K | ﹤0.01% | 2065 |
|
|
2023
Q4 | $367K | Sell |
13,600
-600
| -4% | -$14.4K | ﹤0.01% | 1497 |
|
|
2023
Q3 | $351K | Buy |
14,200
+4,700
| +49% | +$123K | ﹤0.01% | 1513 |
|
|
2023
Q2 | $245K | Buy |
9,500
+2,000
| +27% | +$43.9K | ﹤0.01% | 1477 |
|
|
2023
Q1 | $169K | Sell |
7,500
-56,800
| -88% | -$1.69M | ﹤0.01% | 1301 |
|
|
2022
Q4 | $1.98M | Buy |
64,300
+1,400
| +2% | +$55.6K | 0.01% | 716 |
|
|
2022
Q3 | $2.76M | Buy |
62,900
+2,900
| +5% | +$140K | 0.02% | 619 |
|
|
2022
Q2 | $2.81M | Sell |
60,000
-12,900
| -18% | -$736K | 0.01% | 633 |
|
|
2022
Q1 | $4.76M | Sell |
72,900
-104,200
| -59% | -$7.12M | 0.01% | 728 |
|
|
2021
Q4 | $12.1M | Buy |
177,100
+1,100
| +0.6% | +$77.6K | 0.02% | 550 |
|
|
2021
Q3 | $12.1M | Buy |
176,000
+42,400
| +32% | +$2.77M | 0.02% | 555 |
|
|
2021
Q2 | $8.39M | Buy |
133,600
+44,100
| +49% | +$2.91M | 0.02% | 580 |
|
|
2021
Q1 | $5.57M | Buy |
89,500
+12,000
| +15% | +$663K | 0.02% | 624 |
|
|
2020
Q4 | $3.9M | Buy |
77,500
+17,800
| +30% | +$757K | 0.01% | 674 |
|
|
2020
Q3 | $1.87M | Buy |
59,700
+12,300
| +26% | +$439K | 0.01% | 832 |
|
|
2020
Q2 | $1.74M | Buy |
47,400
+13,700
| +41% | +$482K | 0.01% | 757 |
|
|
2020
Q1 | $887K | Sell |
33,700
-25,000
| -43% | -$1.19M | 0.01% | 745 |
|
|
2019
Q4 | $3.46M | Buy |
58,700
+11,100
| +23% | +$653K | 0.02% | 684 |
|
|
2019
Q3 | $2.87M | Buy |
47,600
+1,700
| +4% | +$102K | 0.02% | 623 |
|
|
2019
Q2 | $2.96M | Buy |
45,900
+4,800
| +12% | +$307K | 0.02% | 628 |
|
|
2019
Q1 | $2.41M | Buy |
41,100
+22,200
| +117% | +$1.31M | 0.02% | 538 |
|
|
2018
Q4 | $970K | Buy |
18,900
+3,800
| +25% | +$231K | 0.01% | 619 |
|
|
2018
Q3 | $1.02M | Buy |
+15,100
| New | +$997K | 0.01% | 585 |
|
|
2014
Q1 | – | Sell |
-160,000
| Closed | -$8.26M | – | 471 |
|
|
2013
Q4 | $8.26M | Hold |
160,000
| – | – | 0.09% | 120 |
|
|
2013
Q3 | $6.72M | Buy |
160,000
+60,000
| +60% | +$2.53M | 0.07% | 157 |
|
|
2013
Q2 | $3.65M | Buy |
+100,000
| New | +$3.41M | 0.04% | 178 |
|
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.