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Paragon Capital Management (Colorado)’s Lincoln National LNC Stock Holding History

Paragon Capital Management (Colorado)’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 		$207K Sell
5,839
-249
-4% -$9.57K 0.04% 193
2025
Q4 		$271K Buy
6,088
+66
+1% +$2.75K 0.05% 128
2025
Q3 		$243K Sell
6,022
-294
-5% -$11.4K 0.05% 145
2025
Q2 		$219K Sell
6,316
-3,214
-34% -$105K 0.04% 175
2025
Q1 		$342K Buy
9,530
+124
+1% +$4.4K 0.07% 100
2024
Q4 		$298K Sell
9,406
-101
-1% -$3.37K 0.06% 126
2024
Q3 		$300K Buy
9,507
+116
+1% +$3.62K 0.06% 133
2024
Q2 		$292K Buy
+9,391
New +$284K 0.05% 101
2022
Q2 		– Sell
-3,121
Closed -$204K – 191
2022
Q1 		$204K Buy
3,121
+101
+3% +$6.9K 0.04% 177
2021
Q4 		$206K Sell
3,020
-35
-1% -$2.47K 0.03% 175
2021
Q3 		$210K Buy
+3,055
New +$200K 0.04% 154
2020
Q1 		– Sell
-4,917
Closed -$290K – 128
2019
Q4 		$290K Sell
4,917
-78
-2% -$4.59K 0.15% 128
2019
Q3 		$301K Sell
4,995
-126
-2% -$7.54K 0.17% 110
2019
Q2 		$330K Sell
5,121
-101
-2% -$6.45K 0.19% 82
2019
Q1 		$307K Sell
5,222
-46
-0.9% -$2.72K 0.19% 100
2018
Q4 		$270K Buy
5,268
+1,647
+45% +$100K 0.13% 133
2018
Q3 		$245K Buy
3,621
+1
+0% +$66 0.21% 170
2018
Q2 		$225K Hold
3,620
– – 0.2% 185
2018
Q1 		$264K Sell
3,620
-373
-9% -$29.3K 0.12% 144
2017
Q4 		$307K Sell
3,993
-1
-0% -$76 0.12% 93
2017
Q3 		$293K Buy
3,994
+105
+3% +$7.41K 0.11% 109
2017
Q2 		$263K Buy
+3,889
New +$257K 0.12% 98

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

Paragon Capital Management (Colorado)'s LNC Position: Q1 2026 in Review

Paragon Capital Management (Colorado) reduced its Lincoln National (LNC) stake by 4.1% in Q1 2026, selling an estimated $9.57K and leaving 5,839 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #193.

Paragon Capital Management (Colorado) first reported a position in LNC in Q2 2017 and has held it in 22 quarters since. The position peaked at $342K in Q1 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Paragon Capital Management (Colorado) held 5,839 shares of Lincoln National worth $207K as of Q1 2026.
  • Paragon Capital Management (Colorado) sold 249 Lincoln National shares in Q1 2026, an estimated $9.57K.
  • Lincoln National made up 0.04% of Paragon Capital Management (Colorado)'s portfolio in Q1 2026, its #193 holding.
  • Paragon Capital Management (Colorado) first reported a position in Lincoln National in Q2 2017 and has held it in 22 quarters since.
  • Paragon Capital Management (Colorado)'s Lincoln National position peaked at $342K in Q1 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q1 2026, filed 15 Apr 2026.