CIM INVESTMENT MANAGEMENT INC

Position in LNC — Lincoln National Corp

CIK 1179791 PITTSBURGH, PA

Position in LNC

as of Mar 31, 2026 · filed May 19, 2026 Compact

Position Value

$580,993

-$151,124 QoQ

Shares Held

16,366

-0.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

CIM INVESTMENT MANAGEMENT INC holds $1,987,194 across 3 Insurance - Life names. LNC ranks #2 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	8,804	$860,062
2	LNC	Lincoln National Corp This page	16,366	$580,993
3	CNO	CNO Financial Group, Inc.	13,301	$546,139

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$580,993	16,366	-0.5%	Shares	Sole	2026-05-19
2025-12-31	$732,117	16,441	0.0%	Shares	Sole	2026-02-17
2025-09-30	$663,065	16,441	-50.6%	Shares	Sole	2025-11-18
2025-06-30	$1,151,903	33,292	+99.6%	Shares	Sole	2025-08-22
2025-03-31	$598,835	16,676	-0.1%	Shares	Sole	2025-06-02
2024-12-31	$529,144	16,687	-0.1%	Shares	Sole	2025-02-13
2024-09-30	$526,500	16,709	-2.4%	Shares	Sole	2024-11-25
2024-06-30	$532,463	17,121	-0.8%	Shares	Sole	2024-08-15
2024-03-31	$551,016	17,257	0.0%	Shares	Sole	2024-05-07
2023-12-31	$465,421	17,257	0.0%	Shares	Sole	2024-02-16
2023-09-30	$426,075	17,257	-2.2%	Shares	Sole	2023-11-14
2023-06-30	$454,715	17,652	+0.2%	Shares	Sole	2023-08-09
2023-03-31	$395,741	17,612	+4.9%	Shares	Sole	2023-05-16
2022-12-31	$515,973	16,796	-2.6%	Shares	Sole	2023-02-14
2022-09-30	$756,920	17,238	0.0%	Shares	Sole	2022-11-14
2022-06-30	$806,221	17,238	-0.5%	Shares	Sole	2022-09-02
2022-03-31	$1,132,492	17,327	-11.1%	Shares	Sole	2022-05-17
2021-12-31	$1,330,045	19,485	+98.2%	Shares	Sole	2022-02-02
2021-09-30	$675,950	9,832	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.