CI Investments Inc
LNC icon

CI Investments Inc’s Lincoln National LNC Stock Holding History

CI Investments Inc’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 		$5.37M Sell
151,350
-10,649
-7% -$409K 0.03% 294
2025
Q4 		$7.21M Sell
161,999
-19,203
-11% -$800K 0.03% 252
2025
Q3 		$7.31M Sell
181,202
-13,052
-7% -$505K 0.03% 251
2025
Q2 		$6.72M Buy
194,254
+6,956
+4% +$228K 0.03% 271
2025
Q1 		$6.73M Sell
187,298
-10,459
-5% -$371K 0.03% 269
2024
Q4 		$6.27M Sell
197,757
-20,644
-9% -$688K 0.02% 286
2024
Q3 		$6.88M Sell
218,401
-6,101
-3% -$190K 0.03% 275
2024
Q2 		$6.98M Sell
224,502
-3,245
-1% -$98.2K 0.03% 247
2024
Q1 		$7.27M Buy
227,747
+54,764
+32% +$1.51M 0.03% 261
2023
Q4 		$4.67M Sell
172,983
-22,496
-12% -$541K 0.02% 282
2023
Q3 		$4.83M Sell
195,479
-30,662
-14% -$802K 0.03% 277
2023
Q2 		$5.83M Sell
226,141
-17,235
-7% -$378K 0.03% 266
2023
Q1 		$5.47M Buy
243,376
+131,805
+118% +$3.92M 0.03% 269
2022
Q4 		$3.43M Sell
111,571
-59,674
-35% -$2.37M 0.02% 300
2022
Q3 		$7.52M Buy
171,245
+8,758
+5% +$422K 0.04% 256
2022
Q2 		$7.6M Sell
162,487
-4,912
-3% -$280K 0.04% 255
2022
Q1 		$10.9M Sell
167,399
-2,414
-1% -$165K 0.04% 275
2021
Q4 		$11.6M Buy
169,813
+16,128
+10% +$1.14M 0.04% 268
2021
Q3 		$10.6M Buy
153,685
+9,861
+7% +$644K 0.04% 290
2021
Q2 		$9.04M Buy
143,824
+18,424
+15% +$1.22M 0.03% 301
2021
Q1 		$7.81M Buy
125,400
+25,313
+25% +$1.4M 0.03% 272
2020
Q4 		$5.04M Sell
100,087
-5,365
-5% -$228K 0.02% 302
2020
Q3 		$3.3M Sell
105,452
-2,481
-2% -$88.6K 0.02% 293
2020
Q2 		$3.97M Sell
107,933
-150,881
-58% -$5.31M 0.02% 277
2020
Q1 		$6.81M Buy
258,814
+118,786
+85% +$5.64M 0.04% 217
2019
Q4 		$8.26M Sell
140,028
-15,938
-10% -$938K 0.04% 236
2019
Q3 		$9.41M Buy
+155,966
New +$9.33M 0.05% 208

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CI Investments Inc's LNC Position: Q1 2026 in Review

CI Investments Inc reduced its Lincoln National (LNC) stake by 6.6% in Q1 2026, selling an estimated $409K and leaving 151,350 shares worth $5.37M. The position accounts for 0.03% of the portfolio, ranked #294.

CI Investments Inc first reported a position in LNC in Q3 2019 and has held it in 27 quarters since. The position peaked at $11.6M in Q4 2021. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • CI Investments Inc held 151,350 shares of Lincoln National worth $5.37M as of Q1 2026.
  • CI Investments Inc sold 10,649 Lincoln National shares in Q1 2026, an estimated $409K.
  • Lincoln National made up 0.03% of CI Investments Inc's portfolio in Q1 2026, its #294 holding.
  • CI Investments Inc first reported a position in Lincoln National in Q3 2019 and has held it in 27 quarters since.
  • CI Investments Inc's Lincoln National position peaked at $11.6M in Q4 2021.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.