John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
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
2024   Q2 0 0.00 Sell 100.00% <0.01 $27.75–36.46 · VW $32.10i SEC
2024   Q1 8,500 <0.01 Reduce 2.30% $25.60–33.05 · VW $30.55i $271,405 SEC
2023   Q4 8,700 <0.01 Reduce 99.80% 0.07 $23.40–28.64 · VW $26.53i $234,639 SEC
2023   Q3 4,276,511 0.07 Reduce 1.35% <0.01 $20.85–26.93 · VW $23.85i $105,587,057 SEC
2023   Q2 4,335,211 0.07 Reduce 0.50% <0.01 $20.47–29.22 · VW $25.12i $111,675,035 SEC
2023   Q1 4,357,141 0.07 Add 1.08% <0.01 $18.50–32.08 · VW $23.83i $97,904,958 SEC
2022   Q4 4,310,762 0.09 Add 0.47% <0.01 $28.61–39.40 · VW $33.24i $132,426,609 SEC
2022   Q3 4,290,512 0.14 Reduce 0.15% <0.01 $32.59–54.59 · VW $42.04i $188,396,000 SEC
2022   Q2 4,297,162 0.14 Add 0.65% <0.01 $44.89–57.85 · VW $49.60i $200,978,000 SEC
2022   Q1 4,269,357 0.17 Reduce 1.17% <0.01 $50.55–69.91 · VW $59.46i $279,045,000 SEC
2021   Q4 4,319,907 0.18 Reduce 18.22% 0.04 $61.72–76.40 · VW $68.51i $294,877,000 SEC
2021   Q3 5,282,407 0.24 Add 1.41% <0.01 $62.53–77.57 · VW $68.81i $363,165,000 SEC
2021   Q2 5,208,907 0.21 Reduce 8.31% 0.02 $56.41–71.68 · VW $65.58i $327,328,000 SEC
2021   Q1 5,680,907 0.25 Reduce 2.61% <0.01 $55.01–71.19 · VW $65.33i $353,750,000 SEC
2020   Q4 5,833,207 0.23 Add 0.36% <0.01 $44.59–60.64 · VW $54.03i $293,469,000 SEC
2020   Q3 5,812,057 0.17 Add 5.70% <0.01 $29.42–50.93 · VW $42.52i $182,092,000 SEC
2020   Q2 5,498,557 0.19 Add 385.38% 0.15 $32.44–50.32 · VW $39.60i $202,292,000 SEC
2020   Q1 1,132,832 0.03 Buy 0.03 $16.11–48.71 · VW $34.25i $29,816,000 SEC
2011   Q3 0 0.00 Sell 100.00% <0.01 $13.75–21.88 · VW $18.60i SEC
2011   Q2 7,861 <0.01 Buy <0.01 $18.41–29.67 · VW $22.94i $224,000 SEC
2011   Q1 0 0.00 Sell 100.00% <0.01 $28.00–32.39 · VW $29.91i SEC
2010   Q4 10,861 <0.01 Buy <0.01 $24.04–32.68 · VW $29.48i $302,000 SEC
2007   Q3 0 0.00 Sell 100.00% <0.01 $56.50–70.66 · VW $62.91i SEC
2007   Q2 2,964 <0.01 $70.85 $210,000 SEC
2007   Q1 2,964 <0.01 Reduce 48.20% <0.01 $65.14–74.72 · VW $70.79i $201,000 SEC
2006   Q4 5,722 <0.01 $66.41 $380,000 SEC
2006   Q3 5,722 <0.01 $62.04 $355,000 SEC
2006   Q2 5,722 <0.01 Buy <0.01 $53.94–61.00 · VW $58.55i $323,000 SEC
2005   Q3 0 0.00 Sell 100.00% <0.01 $46.94–54.41 · VW $51.11i SEC
2005   Q2 5,964 <0.01 Reduce 1.65% $44.40–50.94 · VW $48.31i $280,000 SEC
2005   Q1 6,064 <0.01 Reduce 25.72% <0.01 $41.59–47.82 · VW $44.98i $274,000 SEC
2004   Q4 8,164 <0.01 $46.67 $381,000 SEC
2004   Q3 8,164 <0.01 $47.04 $384,000 SEC
2004   Q2 8,164 <0.01 $47.28 $386,000 SEC
2004   Q1 8,164 <0.01 $47.28 $386,000 SEC
2003   Q4 8,164 <0.01 Buy <0.01 $38.71–48.10 · VW $44.41i $330,000 SEC
2002   Q2 0 0.00 Sell 100.00% <0.01 $29.60–45.25 · VW $37.30i SEC
2002   Q1 4,164 <0.01 $50.67 $211,000 SEC
2001   Q4 4,164 <0.01 Buy <0.01 $46.10–52.81 · VW $50.04i $202,000 SEC
2001   Q3 0 0.00 Sell 100.00% <0.01 $40.00–50.30 · VW $46.00i SEC
2001   Q2 4,164 <0.01 Buy <0.01 $46.99–52.75 · VW $49.87i $215,000 SEC
2001   Q1 0 0.00 Sell 100.00% <0.01 $38.00–49.70 · VW $45.65i SEC
2000   Q4 4,264 <0.01 Reduce 93.15% 0.01 $39.81–50.94 · VW $44.87i $202,000 SEC
2000   Q3 62,264 0.02 Buy 0.02 $40.88–56.38 · VW $47.48i $2,996,000 SEC
1999   Q3 0 0.00 Sell 100.00% <0.01 $36.00–48.31 · VW $42.00i SEC
1999   Q2 4,264 <0.01 $52.30 $223,000 SEC
1999   Q1 4,264 <0.01 $49.49 $211,000 SEC
Price snapshot:
Current price$40.85
52-week low$31.40
52-week high$45.22