SummitTX Capital’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
Q2
$3.17M Buy
89,768
+6,587
+8% +$237K 0.08% 256
2026
Q1
$2.95M Buy
83,181
+27,376
+49% +$1.05M 0.09% 237
2025
Q4
$2.48M Buy
55,805
+40,937
+275% +$1.71M 0.07% 275
2025
Q3
$600K Sell
14,868
-5,676
-28% -$220K 0.02% 486
2025
Q2
$711K Buy
20,544
+5,011
+32% +$164K 0.03% 434
2025
Q1
$558K Buy
+15,533
New +$551K 0.02% 522

Other funds holding LNC

SummitTX Capital's LNC Position: Q2 2026 in Review

SummitTX Capital increased its Lincoln National (LNC) stake by 7.9% in Q2 2026, buying an estimated $237K and bringing the position to 89,768 shares worth $3.17M. The position accounts for 0.08% of the portfolio, ranked #256.

SummitTX Capital first reported a position in LNC in Q1 2025 and has held it in 6 quarters since. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • SummitTX Capital held 89,768 shares of Lincoln National worth $3.17M as of Q2 2026.
  • SummitTX Capital bought 6,587 Lincoln National shares in Q2 2026, an estimated $237K.
  • Lincoln National made up 0.08% of SummitTX Capital's portfolio in Q2 2026, its #256 holding.
  • SummitTX Capital first reported a position in Lincoln National in Q1 2025 and has held it in 6 quarters since.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.