Shelton Capital Management’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 | – | Sell |
-5,506
| Closed | -$245K | – | 765 |
|
|
2025
Q4 | $245K | Sell |
5,506
-721
| -12% | -$30K | ﹤0.01% | 569 |
|
|
2025
Q3 | $251K | Hold |
6,227
| – | – | 0.01% | 572 |
|
|
2025
Q2 | $215K | Sell |
6,227
-206
| -3% | -$6.74K | 0.01% | 639 |
|
|
2025
Q1 | $231K | Sell |
6,433
-213
| -3% | -$7.56K | 0.01% | 596 |
|
|
2024
Q4 | $211K | Sell |
6,646
-471
| -7% | -$15.7K | 0.01% | 674 |
|
|
2024
Q3 | $224K | Hold |
7,117
| – | – | 0.01% | 662 |
|
|
2024
Q2 | $221K | Sell |
7,117
-362
| -5% | -$11K | 0.01% | 642 |
|
|
2024
Q1 | $239K | Sell |
7,479
-422
| -5% | -$11.7K | 0.01% | 637 |
|
|
2023
Q4 | $213K | Sell |
7,901
-1,570
| -17% | -$37.7K | 0.01% | 669 |
|
|
2023
Q3 | $234K | Buy |
+9,471
| New | +$248K | 0.01% | 582 |
|
|
2020
Q4 | – | Sell |
-84,864
| Closed | -$2.66M | – | 782 |
|
|
2020
Q3 | $2.66M | Buy |
+84,864
| New | +$3.03M | 0.11% | 206 |
|
|
2019
Q1 | – | Sell |
-9,805
| Closed | -$503K | – | 846 |
|
|
2018
Q4 | $503K | Sell |
9,805
-900
| -8% | -$54.7K | 0.03% | 315 |
|
|
2018
Q3 | $724K | Sell |
10,705
-47,900
| -82% | -$3.16M | 0.04% | 279 |
|
|
2018
Q2 | $3.65M | Sell |
58,605
-4,300
| -7% | -$294K | 0.23% | 100 |
|
|
2018
Q1 | $4.6M | Sell |
62,905
-21,200
| -25% | -$1.66M | 0.3% | 72 |
|
|
2017
Q4 | $6.46M | Buy |
84,105
+25,400
| +43% | +$1.92M | 0.42% | 50 |
|
|
2017
Q3 | $4.31M | Buy |
+58,705
| New | +$4.14M | 0.29% | 77 |
|
|
2016
Q4 | – | Sell |
-4,705
| Closed | -$221K | – | 885 |
|
|
2016
Q3 | $221K | Sell |
4,705
-701
| -13% | -$31.4K | 0.02% | 705 |
|
|
2016
Q2 | $210K | Sell |
5,406
-4,400
| -45% | -$187K | 0.02% | 699 |
|
|
2016
Q1 | $384K | Sell |
9,806
-200
| -2% | -$7.81K | 0.03% | 456 |
|
|
2015
Q4 | $503K | Sell |
10,006
-3,900
| -28% | -$204K | 0.05% | 361 |
|
|
2015
Q3 | $660K | Sell |
13,906
-1,600
| -10% | -$85.8K | 0.07% | 257 |
|
|
2015
Q2 | $918K | Buy |
15,506
+1
| +0% | +$59 | 0.1% | 197 |
|
|
2015
Q1 | $891K | Buy |
15,505
+600
| +4% | +$33.5K | 0.1% | 211 |
|
|
2014
Q4 | $860K | Buy |
14,905
+5,800
| +64% | +$316K | 0.1% | 198 |
|
|
2014
Q3 | $488K | Buy |
+9,105
| New | +$484K | 0.07% | 344 |
|
Other funds holding LNC
BCP
Shelton Capital Management's LNC Position: Q1 2026 in Review
Shelton Capital Management sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 5,506 shares — an estimated $245K sold.
Shelton Capital Management first reported a position in LNC in Q3 2014 and held it in 26 quarters. The position peaked at $6.46M in Q4 2017. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.
- Shelton Capital Management reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
- Shelton Capital Management sold 5,506 Lincoln National shares in Q1 2026, an estimated $245K.
- Shelton Capital Management first reported a position in Lincoln National in Q3 2014 and held it in 26 quarters.
- Shelton Capital Management's Lincoln National position peaked at $6.46M in Q4 2017.
- 615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.