CIM
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CIM Investment Management’s Lincoln National LNC Stock Holding History

CIM Investment Management’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 		$528K Sell
14,936
-1,430
-9% -$51.4K 0.13% 130
2026
Q1 		$581K Sell
16,366
-75
-0.5% -$2.88K 0.16% 111
2025
Q4 		$732K Hold
16,441
– – 0.19% 91
2025
Q3 		$663K Sell
16,441
-16,851
-51% -$652K 0.18% 95
2025
Q2 		$1.1M Buy
33,292
+16,616
+100% +$544K 0.21% 96
2025
Q1 		$599K Sell
16,676
-11
-0.1% -$390 0.14% 101
2024
Q4 		$529K Sell
16,687
-22
-0.1% -$733 0.15% 110
2024
Q3 		$527K Sell
16,709
-412
-2% -$12.8K 0.16% 114
2024
Q2 		$532K Sell
17,121
-136
-0.8% -$4.11K 0.16% 118
2024
Q1 		$551K Hold
17,257
– – 0.16% 121
2023
Q4 		$465K Hold
17,257
– – 0.15% 135
2023
Q3 		$426K Sell
17,257
-395
-2% -$10.3K 0.16% 131
2023
Q2 		$455K Buy
17,652
+40
+0.2% +$878 0.15% 131
2023
Q1 		$396K Buy
17,612
+816
+5% +$24.3K 0.15% 141
2022
Q4 		$516K Sell
16,796
-442
-3% -$17.5K 0.2% 109
2022
Q3 		$757K Hold
17,238
– – 0.34% 59
2022
Q2 		$806K Sell
17,238
-89
-0.5% -$5.08K 0.33% 58
2022
Q1 		$1.13M Buy
17,327
+7,674
+79% +$524K 0.38% 49
2021
Q4 		$659K Sell
9,653
-179
-2% -$12.6K 0.2% 107
2021
Q3 		$676K Buy
+9,832
New +$642K 0.21% 96

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM Investment Management's LNC Position: Q2 2026 in Review

CIM Investment Management reduced its Lincoln National (LNC) stake by 8.7% in Q2 2026, selling an estimated $51.4K and leaving 14,936 shares worth $528K. The position accounts for 0.13% of the portfolio, ranked #130.

CIM Investment Management first reported a position in LNC in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.13M in Q1 2022. 620 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • CIM Investment Management held 14,936 shares of Lincoln National worth $528K as of Q2 2026.
  • CIM Investment Management sold 1,430 Lincoln National shares in Q2 2026, an estimated $51.4K.
  • Lincoln National made up 0.13% of CIM Investment Management's portfolio in Q2 2026, its #130 holding.
  • CIM Investment Management first reported a position in Lincoln National in Q3 2021 and has held it in 20 quarters since.
  • CIM Investment Management's Lincoln National position peaked at $1.13M in Q1 2022.
  • 620 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on CIM Investment Management's 13F filing for Q2 2026, filed 29 Sep 2026.