KCM
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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
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 $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

Kendall Capital Management's LNC Position: Q1 2026 in Review

Kendall Capital Management increased its Lincoln National (LNC) stake by 0.03% in Q1 2026, buying an estimated $192 and bringing the position to 15,875 shares worth $564K. The position accounts for 0.12% of the portfolio, ranked #152.

Kendall Capital Management first reported a position in LNC in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.22M in Q4 2017. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Kendall Capital Management held 15,875 shares of Lincoln National worth $564K as of Q1 2026.
  • Kendall Capital Management bought 5 Lincoln National shares in Q1 2026, an estimated $192.
  • Lincoln National made up 0.12% of Kendall Capital Management's portfolio in Q1 2026, its #152 holding.
  • Kendall Capital Management first reported a position in Lincoln National in Q4 2017 and has held it in 19 quarters since.
  • Kendall Capital Management's Lincoln National position peaked at $1.22M in Q4 2017.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.