CA
LNC icon

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
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 $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

CSM Advisors's LNC Position: Q1 2026 in Review

CSM Advisors reduced its Lincoln National (LNC) stake by 29% in Q1 2026, selling an estimated $5.99M and leaving 372,851 shares worth $13.2M. The position accounts for 0.33% of the portfolio, ranked #85.

CSM Advisors first reported a position in LNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $23.5M in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • CSM Advisors held 372,851 shares of Lincoln National worth $13.2M as of Q1 2026.
  • CSM Advisors sold 156,002 Lincoln National shares in Q1 2026, an estimated $5.99M.
  • Lincoln National made up 0.33% of CSM Advisors's portfolio in Q1 2026, its #85 holding.
  • CSM Advisors first reported a position in Lincoln National in Q3 2025 and has held it in 3 quarters since.
  • CSM Advisors's Lincoln National position peaked at $23.5M in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.