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Apexium Financial’s Linde LIN Stock Holding History

Apexium Financial’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
2025
Q3 		$268K Sell
564
-49
-8% -$23.2K 0.01% 252
2025
Q2 		$288K Buy
613
+91
+17% +$41.5K 0.02% 233
2025
Q1 		$243K Buy
+522
New +$235K 0.01% 247

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apexium Financial's LIN Position: Q3 2025 in Review

Apexium Financial reduced its Linde (LIN) stake by 8% in Q3 2025, selling an estimated $23.2K and leaving 564 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #252.

Apexium Financial first reported a position in LIN in Q1 2025 and has held it in 3 quarters since. The position peaked at $288K in Q2 2025. 2,113 funds tracked by Wall St. Rank hold LIN as of Q3 2025.

  • Apexium Financial held 564 shares of Linde worth $268K as of Q3 2025.
  • Apexium Financial sold 49 Linde shares in Q3 2025, an estimated $23.2K.
  • Linde made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #252 holding.
  • Apexium Financial first reported a position in Linde in Q1 2025 and has held it in 3 quarters since.
  • Apexium Financial's Linde position peaked at $288K in Q2 2025.
  • 2,113 funds tracked by Wall St. Rank held Linde as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.