AWM
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Affinity Wealth Management’s Linde LIN Stock Holding History

Affinity Wealth Management’s Portfolio LIN Stock Details LIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.62M Buy
12,761
+541
+4% +$274K 0.85% 27
2026
Q1 		$6.06M Buy
12,220
+328
+3% +$155K 0.92% 27
2025
Q4 		$5.07M Buy
11,892
+342
+3% +$147K 0.72% 31
2025
Q3 		$5.49M Buy
11,550
+339
+3% +$160K 0.8% 31
2025
Q2 		$5.26M Buy
11,211
+166
+2% +$75.8K 0.84% 25
2025
Q1 		$5.14M Buy
11,045
+132
+1% +$59.4K 0.95% 23
2024
Q4 		$4.57M Buy
10,913
+564
+5% +$257K 0.81% 29
2024
Q3 		$4.94M Buy
10,349
+94
+0.9% +$42.9K 0.88% 28
2024
Q2 		$4.5M Buy
10,255
+244
+2% +$107K 0.82% 30
2024
Q1 		$4.65M Buy
10,011
+136
+1% +$58.9K 0.86% 32
2023
Q4 		$4.06M Buy
9,875
+519
+6% +$205K 0.83% 34
2023
Q3 		$3.48M Buy
9,356
+448
+5% +$171K 0.8% 37
2023
Q2 		$3.39M Buy
+8,908
New +$3.25M 0.78% 36

Other funds holding LIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Affinity Wealth Management's LIN Position: Q2 2026 in Review

Affinity Wealth Management increased its Linde (LIN) stake by 4.4% in Q2 2026, buying an estimated $274K and bringing the position to 12,761 shares worth $6.62M. The position accounts for 0.85% of the portfolio, ranked #27.

Affinity Wealth Management first reported a position in LIN in Q2 2023 and has held it in 13 quarters since. 2,341 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Affinity Wealth Management held 12,761 shares of Linde worth $6.62M as of Q2 2026.
  • Affinity Wealth Management bought 541 Linde shares in Q2 2026, an estimated $274K.
  • Linde made up 0.85% of Affinity Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Affinity Wealth Management first reported a position in Linde in Q2 2023 and has held it in 13 quarters since.
  • 2,341 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.