Kendall Capital Management’s Lincoln National LNC Stock Holding History

Kendall Capital 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	$909K	Buy	25,720 +9,845	+62%	+$354K	0.15%	137
2026 Q1	$564K	Buy	15,875 +5	+0%	+$192	0.12%	152
2025 Q4	$707K	Buy	+15,870	New	+$661K	0.15%	141
2022 Q1	–	Sell	-2,940	Closed	-$201K	–	165
2021 Q4	$201K	Hold	2,940	–	–	0.1%	162
2021 Q3	$202K	Sell	2,940 -400	-12%	-$26.1K	0.11%	150
2021 Q2	$210K	Sell	3,340 -75	-2%	-$4.95K	0.12%	145
2021 Q1	$213K	Sell	3,415 -1,575	-32%	-$87K	0.13%	136
2020 Q4	$251K	Sell	4,990 -3,940	-44%	-$168K	0.18%	115
2020 Q3	$280K	Sell	8,930 -2,542	-22%	-$90.7K	0.24%	100
2020 Q2	$422K	Sell	11,472 -384	-3%	-$13.5K	0.4%	72
2020 Q1	$312K	Sell	11,856 -324	-3%	-$15.4K	0.35%	77
2019 Q4	$719K	Sell	12,180 -2,175	-15%	-$128K	0.57%	62
2019 Q3	$866K	Buy	14,355 +1,545	+12%	+$92.4K	0.77%	50
2019 Q2	$826K	Buy	12,810 +50	+0.4%	+$3.19K	0.75%	52
2019 Q1	$749K	Sell	12,760 -300	-2%	-$17.8K	0.71%	48
2018 Q4	$670K	Sell	13,060 -400	-3%	-$24.3K	0.69%	52
2018 Q3	$911K	Sell	13,460 -475	-3%	-$31.4K	0.78%	48
2018 Q2	$867K	Sell	13,935 -1,500	-10%	-$103K	0.77%	46
2018 Q1	$1.13M	Sell	15,435 -365	-2%	-$28.6K	0.98%	29
2017 Q4	$1.22M	Buy	+15,800	New	+$1.2M	1.08%	27

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

Kendall Capital Management's LNC Position: Q2 2026 in Review

Kendall Capital Management increased its Lincoln National (LNC) stake by 62% in Q2 2026, buying an estimated $354K and bringing the position to 25,720 shares worth $909K. The position accounts for 0.15% of the portfolio, ranked #137.

Kendall Capital Management first reported a position in LNC in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.22M in Q4 2017. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Kendall Capital Management held 25,720 shares of Lincoln National worth $909K as of Q2 2026.
Kendall Capital Management bought 9,845 Lincoln National shares in Q2 2026, an estimated $354K.
Lincoln National made up 0.15% of Kendall Capital Management's portfolio in Q2 2026, its #137 holding.
Kendall Capital Management first reported a position in Lincoln National in Q4 2017 and has held it in 20 quarters since.
Kendall Capital Management's Lincoln National position peaked at $1.22M in Q4 2017.
618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.