CSM Advisors’s Lincoln National LNC Stock Holding History

CSM Advisors’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	-372,851	Closed	-$13.2M	–	426
2026 Q1	$13.2M	Sell	372,851 -156,002	-29%	-$5.99M	0.33%	85
2025 Q4	$23.5M	Buy	528,853 +194,599	+58%	+$8.11M	0.64%	42
2025 Q3	$13.5M	Buy	+334,254	New	+$12.9M	0.38%	72

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSM Advisors's LNC Position: Q2 2026 in Review

CSM Advisors sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 372,851 shares — an estimated $13.2M sold.

CSM Advisors first reported a position in LNC in Q3 2025 and held it in 3 quarters. The position peaked at $23.5M in Q4 2025. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

CSM Advisors reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
CSM Advisors sold 372,851 Lincoln National shares in Q2 2026, an estimated $13.2M.
CSM Advisors first reported a position in Lincoln National in Q3 2025 and held it in 3 quarters.
CSM Advisors's Lincoln National position peaked at $23.5M in Q4 2025.
618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.