WESPAC Advisors’s Lincoln National LNC Stock Holding History

WESPAC Advisors’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,635	Closed	-$206K	–	193
2025 Q4	$206K	Sell	4,635 -13,630	-75%	-$568K	0.11%	167
2025 Q3	$737K	Buy	+18,265	New	+$706K	0.43%	89

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WESPAC Advisors's LNC Position: Q1 2026 in Review

WESPAC Advisors sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 4,635 shares — an estimated $206K sold.

WESPAC Advisors first reported a position in LNC in Q3 2025 and held it in 2 quarters. The position peaked at $737K in Q3 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

WESPAC Advisors reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
WESPAC Advisors sold 4,635 Lincoln National shares in Q1 2026, an estimated $206K.
WESPAC Advisors first reported a position in Lincoln National in Q3 2025 and held it in 2 quarters.
WESPAC Advisors's Lincoln National position peaked at $737K in Q3 2025.
614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.