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Contravisory Investment Management’s Lincoln National LNC Stock Holding History

Contravisory 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 		– Sell
-2,852
Closed -$101K – 421
2026
Q1 		$101K Sell
2,852
-12,964
-82% -$498K 0.02% 228
2025
Q4 		$704K Sell
15,816
-384
-2% -$16K 0.14% 112
2025
Q3 		$653K Sell
16,200
-528
-3% -$20.4K 0.13% 121
2025
Q2 		$579K Sell
16,728
-165
-1% -$5.4K 0.11% 124
2025
Q1 		$607K Sell
16,893
-126
-0.7% -$4.47K 0.13% 114
2024
Q4 		$540K Buy
17,019
+24
+0.1% +$800 0.12% 120
2024
Q3 		$536K Sell
16,995
-271
-2% -$8.45K 0.11% 122
2024
Q2 		$537K Sell
17,266
-55
-0.3% -$1.66K 0.12% 113
2024
Q1 		$553K Buy
+17,321
New +$478K 0.12% 110
2022
Q3 		– Sell
-6,987
Closed -$327K – 347
2022
Q2 		$327K Sell
6,987
-155
-2% -$8.84K 0.11% 130
2022
Q1 		$467K Buy
7,142
+1,236
+21% +$84.5K 0.13% 97
2021
Q4 		$403K Buy
+5,906
New +$417K 0.11% 144

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 $3.37T AUM 44.26% 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

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

Contravisory Investment Management sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 2,852 shares — an estimated $101K sold.

Contravisory Investment Management first reported a position in LNC in Q4 2021 and held it in 12 quarters. The position peaked at $704K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Contravisory Investment Management reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • Contravisory Investment Management sold 2,852 Lincoln National shares in Q2 2026, an estimated $101K.
  • Contravisory Investment Management first reported a position in Lincoln National in Q4 2021 and held it in 12 quarters.
  • Contravisory Investment Management's Lincoln National position peaked at $704K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.