Bard Financial Services’s Linde LIN Stock Holding History

Bard Financial Services’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	$328K	Buy	690 +25	+4%	+$11.8K	0.04%	168
2025 Q2	$312K	Hold	665	–	–	0.04%	169
2025 Q1	$310K	Sell	665 -30	-4%	-$13.5K	0.04%	177
2024 Q4	$291K	Hold	695	–	–	0.03%	174
2024 Q3	$331K	Sell	695 -125	-15%	-$57K	0.04%	174
2024 Q2	$360K	Hold	820	–	–	0.04%	172
2024 Q1	$381K	Buy	820 +30	+4%	+$13K	0.04%	177
2023 Q4	$324K	Buy	790 +165	+26%	+$65.1K	0.04%	184
2023 Q3	$233K	Hold	625	–	–	0.03%	200
2023 Q2	$238K	Buy	625 +50	+9%	+$18.3K	0.02%	276
2023 Q1	$202K	Buy	+575	New	+$193K	0.02%	303

Other funds holding LIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bard Financial Services's LIN Position: Q3 2025 in Review

Bard Financial Services increased its Linde (LIN) stake by 3.8% in Q3 2025, buying an estimated $11.8K and bringing the position to 690 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #168.

Bard Financial Services first reported a position in LIN in Q1 2023 and has held it in 11 quarters since. The position peaked at $381K in Q1 2024. 2,116 funds tracked by Wall St. Rank hold LIN as of Q3 2025.

Bard Financial Services held 690 shares of Linde worth $328K as of Q3 2025.
Bard Financial Services bought 25 Linde shares in Q3 2025, an estimated $11.8K.
Linde made up 0.04% of Bard Financial Services's portfolio in Q3 2025, its #168 holding.
Bard Financial Services first reported a position in Linde in Q1 2023 and has held it in 11 quarters since.
Bard Financial Services's Linde position peaked at $381K in Q1 2024.
2,116 funds tracked by Wall St. Rank held Linde as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.