CMF
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Counterpoint Mutual Funds’s Lincoln National LNC Stock Holding History

Counterpoint Mutual Funds’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 		– Sell
-11,355
Closed -$506K – 401
2025
Q4 		$506K Buy
+11,355
New +$473K 0.04% 113
2025
Q3 		– Sell
-12,140
Closed -$420K – 412
2025
Q2 		$420K Buy
12,140
+697
+6% +$22.8K 0.04% 122
2025
Q1 		$411K Buy
+11,443
New +$406K 0.06% 148
2023
Q4 		– Sell
-4,228
Closed -$104K – 208
2023
Q3 		$104K Sell
4,228
-708
-14% -$18.5K 0.09% 209
2023
Q2 		$127K Sell
4,936
-212
-4% -$4.65K 0.12% 109
2023
Q1 		$116K Buy
5,148
+158
+3% +$4.7K 0.1% 69
2022
Q4 		$153K Buy
+4,990
New +$198K 0.16% 66
2022
Q3 		– Sell
-4,777
Closed -$223K – 301
2022
Q2 		$223K Buy
+4,777
New +$272K 0.15% 47

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Counterpoint Mutual Funds's LNC Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 11,355 shares — an estimated $506K sold.

Counterpoint Mutual Funds first reported a position in LNC in Q2 2022 and held it in 8 quarters. The position peaked at $506K in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Counterpoint Mutual Funds reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 11,355 Lincoln National shares in Q1 2026, an estimated $506K.
  • Counterpoint Mutual Funds first reported a position in Lincoln National in Q2 2022 and held it in 8 quarters.
  • Counterpoint Mutual Funds's Lincoln National position peaked at $506K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.