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Westside Investment Management’s Lincoln National LNC Stock Holding History

Westside Investment Management’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
Q2 		$17.1K Hold
484
– – ﹤0.01% 976
2026
Q1 		$16.9K Hold
484
– – ﹤0.01% 960
2025
Q4 		$21.8K Hold
484
– – ﹤0.01% 841
2025
Q3 		$19.4K Buy
484
+242
+100% +$9.36K ﹤0.01% 891
2025
Q2 		$8.44K Buy
+242
New +$7.92K ﹤0.01% 996

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westside Investment Management's LNC Position: Q2 2026 in Review

Westside Investment Management held its Lincoln National (LNC) position steady in Q2 2026 at 484 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Westside Investment Management first reported a position in LNC in Q2 2025 and has held it in 5 quarters since. The position peaked at $21.8K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Westside Investment Management held 484 shares of Lincoln National worth $17.1K as of Q2 2026.
  • Westside Investment Management left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #976 holding.
  • Westside Investment Management first reported a position in Lincoln National in Q2 2025 and has held it in 5 quarters since.
  • Westside Investment Management's Lincoln National position peaked at $21.8K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.