David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Lincoln National Corp. (LNC)
← All LNC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2002   Q1 0 0.00 Sell 100.00% 0.16 $43.40–53.65 · VW $47.29i SEC
2001   Q4 20,750 0.16 Add 0.85% <0.01 $46.10–52.81 · VW $50.04i $1,008,000 SEC
2001   Q3 20,575 0.19 Reduce 4.51% <0.01 $40.00–50.30 · VW $46.00i $959,000 SEC
2001   Q2 21,547 0.20 Reduce 7.52% 0.01 $46.99–52.75 · VW $49.87i $1,115,000 SEC
2001   Q1 23,300 0.19 Add 0.63% <0.01 $38.00–49.70 · VW $45.65i $990,000 SEC
2000   Q4 23,153 0.22 Add 17.78% 0.03 $39.81–50.94 · VW $44.87i $1,095,000 SEC
2000   Q3 19,658 0.23 Buy 0.23 $40.88–56.38 · VW $47.48i $946,000 SEC
Price snapshot:
Current price$40.85
52-week low$31.40
52-week high$45.22