Ray Dalio’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8M | Sell |
225,339
-18,962
| -8% | -$729K | 0.04% | 306 |
|
|
2025
Q4 | $10.9M | Sell |
244,301
-86,467
| -26% | -$3.6M | 0.04% | 333 |
|
|
2025
Q3 | $13.3M | Sell |
330,768
-163,116
| -33% | -$6.31M | 0.05% | 273 |
|
|
2025
Q2 | $17.1M | Buy |
493,884
+20,251
| +4% | +$662K | 0.07% | 194 |
|
|
2025
Q1 | $17M | Buy |
473,633
+92,671
| +24% | +$3.29M | 0.08% | 195 |
|
|
2024
Q4 | $12.1M | Buy |
380,962
+177,723
| +87% | +$5.92M | 0.06% | 228 |
|
|
2024
Q3 | $6.4M | Buy |
203,239
+65,384
| +47% | +$2.04M | 0.04% | 331 |
|
|
2024
Q2 | $4.29M | Buy |
+137,855
| New | +$4.17M | 0.02% | 384 |
|
|
2022
Q4 | – | Sell |
-9,447
| Closed | -$415K | – | 893 |
|
|
2022
Q3 | $415K | Sell |
9,447
-4,297
| -31% | -$207K | ﹤0.01% | 796 |
|
|
2022
Q2 | $643K | Buy |
+13,744
| New | +$784K | ﹤0.01% | 868 |
|
|
2019
Q3 | – | Sell |
-32,802
| Closed | -$2.11M | – | 364 |
|
|
2019
Q2 | $2.11M | Sell |
32,802
-102,660
| -76% | -$6.56M | 0.02% | 197 |
|
|
2019
Q1 | $7.95M | Sell |
135,462
-536,741
| -80% | -$31.8M | 0.05% | 99 |
|
|
2018
Q4 | $34.5M | Buy |
672,203
+651,262
| +3,110% | +$39.6M | 0.32% | 41 |
|
|
2018
Q3 | $1.42M | Sell |
20,941
-119,240
| -85% | -$7.87M | 0.01% | 200 |
|
|
2018
Q2 | $8.73M | Buy |
140,181
+107,114
| +324% | +$7.33M | 0.09% | 86 |
|
|
2018
Q1 | $2.42M | Buy |
33,067
+29,683
| +877% | +$2.33M | 0.02% | 159 |
|
|
2017
Q4 | $260K | Buy |
3,384
+421
| +14% | +$31.9K | ﹤0.01% | 240 |
|
|
2017
Q3 | $218K | Sell |
2,963
-9,153
| -76% | -$646K | ﹤0.01% | 281 |
|
|
2017
Q2 | $819K | Buy |
12,116
+4,844
| +67% | +$320K | 0.01% | 224 |
|
|
2017
Q1 | $476K | Buy |
+7,272
| New | +$497K | 0.01% | 222 |
|
|
2016
Q3 | – | Sell |
-282,200
| Closed | -$10.9M | – | 369 |
|
|
2016
Q2 | $10.9M | Buy |
282,200
+81,174
| +40% | +$3.44M | 0.14% | 63 |
|
|
2016
Q1 | $7.88M | Buy |
+201,026
| New | +$7.85M | 0.1% | 77 |
|
|
2015
Q4 | – | Sell |
-97,621
| Closed | -$4.63M | – | 360 |
|
|
2015
Q3 | $4.63M | Buy |
97,621
+51,000
| +109% | +$2.73M | 0.06% | 140 |
|
|
2015
Q2 | $2.76M | Buy |
46,621
+18,600
| +66% | +$1.09M | 0.03% | 169 |
|
|
2015
Q1 | $1.61M | Sell |
28,021
-3,471
| -11% | -$194K | 0.01% | 198 |
|
|
2014
Q4 | $1.82M | Sell |
31,492
-1,000
| -3% | -$54.4K | 0.01% | 207 |
|
|
2014
Q3 | $1.74M | Buy |
32,492
+2,700
| +9% | +$144K | 0.01% | 179 |
|
|
2014
Q2 | $1.53M | Buy |
29,792
+8,074
| +37% | +$399K | 0.01% | 208 |
|
|
2014
Q1 | $1.1M | Buy |
+21,718
| New | +$1.09M | 0.01% | 235 |
|
|
2013
Q4 | – | Sell |
-27,018
| Closed | -$1.13M | – | 331 |
|
|
2013
Q3 | $1.13M | Buy |
27,018
+17,300
| +178% | +$730K | 0.01% | 195 |
|
|
2013
Q2 | $354K | Buy |
+9,718
| New | +$331K | ﹤0.01% | 275 |
|
Other funds holding LNC
BCP
VPM
VCM
Ray Dalio's LNC Position: Q1 2026 in Review
Ray Dalio reduced its Lincoln National (LNC) stake by 7.8% in Q1 2026, selling an estimated $729K and leaving 225,339 shares worth $8M. The position accounts for 0.04% of the portfolio, ranked #306.
Ray Dalio first reported a position in LNC in Q2 2013 and has held it in 31 quarters since. The position peaked at $34.5M in Q4 2018. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.
- Ray Dalio held 225,339 shares of Lincoln National worth $8M as of Q1 2026.
- Ray Dalio sold 18,962 Lincoln National shares in Q1 2026, an estimated $729K.
- Lincoln National made up 0.04% of Ray Dalio's portfolio in Q1 2026, its #306 holding.
- Ray Dalio first reported a position in Lincoln National in Q2 2013 and has held it in 31 quarters since.
- Ray Dalio's Lincoln National position peaked at $34.5M in Q4 2018.
- 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.
Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.