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 Q3	$211K	Buy	+5,240	New	+$223K	0.09%	120
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Oak Harbor Wealth Partners Raleigh, North Carolina $269M AUM 17.64% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Westhampton Capital's LNC Position: Q3 2026 in Review

Westhampton Capital opened a new position in Lincoln National (LNC) in Q3 2026: 5,240 shares worth $211K. The stake represents 0.09% of the portfolio and ranks #120 among its holdings. This is a return to the name: Westhampton Capital previously reported a position in LNC as recently as Q4 2025.

Westhampton Capital first reported a position in LNC in Q4 2022 and has held it in 7 quarters since. The position peaked at $325K in Q2 2025. 279 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

Westhampton Capital held 5,240 shares of Lincoln National worth $211K as of Q3 2026.
Lincoln National was a new Westhampton Capital position in Q3 2026.
Lincoln National made up 0.09% of Westhampton Capital's portfolio in Q3 2026, its #120 holding.
Westhampton Capital first reported a position in Lincoln National in Q4 2022 and has held it in 7 quarters since.
Westhampton Capital's Lincoln National position peaked at $325K in Q2 2025.
279 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Westhampton Capital's 13F filing for Q3 2026, filed 30 Oct 2026.