Westhampton Capital’s Lincoln National LNC Stock Holding History

Westhampton Capital’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	-5,390	Closed	-$240K	–	131
2025 Q4	$240K	Hold	5,390	–	–	0.11%	113
2025 Q3	$217K	Sell	5,390 -4,000	-43%	-$155K	0.11%	113
2025 Q2	$325K	Buy	+9,390	New	+$307K	0.17%	98
2025 Q1	–	Sell	-9,090	Closed	-$288K	–	118
2024 Q4	$288K	Buy	+9,090	New	+$303K	0.15%	103
2023 Q3	–	Sell	-9,590	Closed	-$247K	–	120
2023 Q2	$247K	Buy	+9,590	New	+$211K	0.16%	101
2023 Q1	–	Sell	-7,090	Closed	-$218K	–	116
2022 Q4	$218K	Buy	+7,090	New	+$281K	0.15%	113

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

BlackRock New York $5.72T AUM 30.48% 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 $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Westhampton Capital's LNC Position: Q1 2026 in Review

Westhampton Capital sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 5,390 shares — an estimated $240K sold.

Westhampton Capital first reported a position in LNC in Q4 2022 and held it in 6 quarters. The position peaked at $325K in Q2 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Westhampton Capital reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
Westhampton Capital sold 5,390 Lincoln National shares in Q1 2026, an estimated $240K.
Westhampton Capital first reported a position in Lincoln National in Q4 2022 and held it in 6 quarters.
Westhampton Capital's Lincoln National position peaked at $325K in Q2 2025.
614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Westhampton Capital's 13F filing for Q1 2026, filed 16 Apr 2026.