MTM Investment Management, LLC

Position in LNC — Lincoln National Corp

CIK 1831416 SPARTANBURG, SC

Position in LNC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$657,934

-$2,792 QoQ

Shares Held

18,612

0.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#266

of 614 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MTM Investment Management, LLC holds $1,407,143 across 6 Insurance - Life names. LNC ranks #1 (46.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNC	Lincoln National Corp This page	18,612	$657,934
2	AFL	Aflac Inc	4,522	$530,204
3	MFC	Manulife Financial Corp	2,218	$89,851
4	GL	Globe Life Inc.	490	$87,553
5	MET	Metlife Inc	464	$39,259
6	BHF	Brighthouse Financial, Inc.	37	$2,342

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$657,934	18,612	0.0%	Shares	Sole	2026-08-03
2026-03-31	$660,726	18,612	0.0%	Shares	Sole	2026-05-06
2025-12-31	$828,792	18,612	0.0%	Shares	Sole	2026-02-09
2025-09-30	$750,621	18,612	0.0%	Shares	Sole	2025-11-03
2025-06-30	$643,975	18,612	0.0%	Shares	Sole	2025-08-08
2025-03-31	$668,356	18,612	0.0%	Shares	Sole	2025-05-01
2024-12-31	$590,186	18,612	0.0%	Shares	Sole	2025-01-29
2024-09-30	$586,464	18,612	0.0%	Shares	Sole	2024-11-08
2024-06-30	$578,833	18,612	0.0%	Shares	Sole	2024-07-25
2024-03-31	$594,281	18,612	0.0%	Shares	Sole	2024-04-25
2023-12-31	$501,965	18,612	-3.9%	Shares	Sole	2024-01-16
2023-09-30	$478,319	19,373	0.0%	Shares	Sole	2023-10-26
2023-06-30	$499,048	19,373	0.0%	Shares	Sole	2023-07-28
2023-03-31	$435,311	19,373	0.0%	Shares	Sole	2023-05-03
2022-12-31	$595,138	19,373	+2.4%	Shares	Sole	2023-02-07
2022-09-30	$830,908	18,923	0.0%	Shares	Sole	2022-10-28
2022-06-30	$885,028	18,923	0.0%	Shares	Sole	2022-08-10
2022-03-31	$1,236,807	18,923	0.0%	Shares	Sole	2022-05-02
2021-12-31	$1,291,683	18,923	0.0%	Shares	Sole	2022-02-08
2021-09-30	$1,300,956	18,923	0.0%	Shares	Sole	2021-10-22
2021-06-30	$1,189,121	18,923	0.0%	Shares	Sole	2021-07-20
2021-03-31	$1,178,335	18,923	0.0%	Shares	Sole	2021-04-19
2020-12-31	$952,016	18,923	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.