AWM
LIN icon

Axxcess Wealth Management’s Linde LIN Stock Holding History

Axxcess 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
Q1 		$9.45M Buy
19,060
+353
+2% +$167K 0.3% 76
2025
Q4 		$7.98M Buy
18,707
+2,605
+16% +$1.12M 0.14% 148
2025
Q3 		$7.65M Buy
16,102
+335
+2% +$159K 0.16% 115
2025
Q2 		$7.4M Sell
15,767
-745
-5% -$340K 0.17% 111
2025
Q1 		$7.69M Buy
16,512
+20
+0.1% +$9K 0.2% 92
2024
Q4 		$6.9M Sell
16,492
-144
-0.9% -$65.6K 0.17% 107
2024
Q3 		$7.93M Buy
16,636
+983
+6% +$449K 0.19% 91
2024
Q2 		$6.87M Buy
15,653
+1,501
+11% +$660K 0.18% 100
2024
Q1 		$6.57M Buy
14,152
+473
+3% +$205K 0.18% 103
2023
Q4 		$5.62M Buy
13,679
+1,921
+16% +$758K 0.16% 121
2023
Q3 		$4.38M Buy
11,758
+6,728
+134% +$2.56M 0.15% 120
2023
Q2 		$1.92M Buy
5,030
+1,230
+32% +$449K 0.14% 138
2023
Q1 		$1.35M Buy
3,800
+699
+23% +$234K 0.1% 186
2022
Q4 		$1.01M Buy
3,101
+35
+1% +$11K 0.08% 222
2022
Q3 		$827K Buy
3,066
+3
+0.1% +$862 0.08% 218
2022
Q2 		$881K Buy
3,063
+667
+28% +$208K 0.08% 206
2022
Q1 		$765K Buy
2,396
+535
+29% +$165K 0.06% 270
2021
Q4 		$645K Buy
+1,861
New +$603K 0.05% 307

Other funds holding LIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axxcess Wealth Management's LIN Position: Q1 2026 in Review

Axxcess Wealth Management increased its Linde (LIN) stake by 1.9% in Q1 2026, buying an estimated $167K and bringing the position to 19,060 shares worth $9.45M. The position accounts for 0.3% of the portfolio, ranked #76.

Axxcess Wealth Management first reported a position in LIN in Q4 2021 and has held it in 18 quarters since. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Axxcess Wealth Management held 19,060 shares of Linde worth $9.45M as of Q1 2026.
  • Axxcess Wealth Management bought 353 Linde shares in Q1 2026, an estimated $167K.
  • Linde made up 0.3% of Axxcess Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Axxcess Wealth Management first reported a position in Linde in Q4 2021 and has held it in 18 quarters since.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.