BCWM
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Bartlett & Co Wealth Management’s Linde LIN Stock Holding History

Bartlett & Co 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 		$119M Buy
241,129
+12,096
+5% +$5.71M 1.52% 16
2025
Q4 		$97.7M Sell
229,033
-6,928
-3% -$2.97M 1.28% 21
2025
Q3 		$112M Sell
235,961
-13,863
-6% -$6.56M 1.48% 17
2025
Q2 		$117M Buy
249,824
+3,230
+1% +$1.47M 1.64% 15
2025
Q1 		$115M Buy
246,594
+13,629
+6% +$6.14M 1.69% 14
2024
Q4 		$97.5M Buy
232,965
+5,465
+2% +$2.49M 1.41% 16
2024
Q3 		$108M Buy
227,500
+3,064
+1% +$1.4M 1.56% 17
2024
Q2 		$98.5M Buy
224,436
+2,101
+0.9% +$924K 1.49% 17
2024
Q1 		$103M Sell
222,335
-65
-0% -$28.1K 1.59% 16
2023
Q4 		$91.1M Buy
222,400
+180
+0.1% +$71K 1.48% 18
2023
Q3 		$82.7M Sell
222,220
-903
-0.4% -$344K 1.49% 19
2023
Q2 		$85M Sell
223,123
-3,536
-2% -$1.29M 1.47% 17
2023
Q1 		$80.5M Sell
226,659
-1,473
-0.6% -$493K 1.56% 17
2022
Q4 		$74.4M Buy
228,132
+1,173
+0.5% +$368K 1.5% 17
2022
Q3 		$61.2M Buy
226,959
+95
+0% +$27.3K 1.32% 25
2022
Q2 		$65.2M Buy
226,864
+5,802
+3% +$1.81M 1.32% 24
2022
Q1 		$70.6M Buy
221,062
+2,465
+1% +$762K 1.23% 25
2021
Q4 		$75.7M Sell
218,597
-1,917
-0.9% -$621K 1.28% 21
2021
Q3 		$64.7M Buy
220,514
+1,873
+0.9% +$569K 1.23% 25
2021
Q2 		$63.2M Sell
218,641
-2,012
-0.9% -$587K 1.21% 26
2021
Q1 		$61.8M Buy
220,653
+2,823
+1% +$732K 1.24% 23
2020
Q4 		$57.4M Sell
217,830
-734
-0.3% -$180K 1.22% 23
2020
Q3 		$52M Buy
218,564
+1,581
+0.7% +$383K 1.22% 23
2020
Q2 		$46M Buy
216,983
+35,272
+19% +$6.81M 1.2% 24
2020
Q1 		$31.4M Sell
181,711
-13,935
-7% -$2.75M 0.96% 33
2019
Q4 		$41.7M Sell
195,646
-100
-0.1% -$20.2K 1.02% 29
2019
Q3 		$37.9M Buy
195,746
+902
+0.5% +$175K 0.99% 29
2019
Q2 		$39.1M Sell
194,844
-2,910
-1% -$544K 1.46% 19
2019
Q1 		$34.8M Buy
197,754
+94
+0% +$15.6K 1.33% 25
2018
Q4 		$31.2M Buy
+197,660
New +$31.2M 1.33% 24

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

Bartlett & Co Wealth Management's LIN Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Linde (LIN) stake by 5.3% in Q1 2026, buying an estimated $5.71M and bringing the position to 241,129 shares worth $119M. The position accounts for 1.52% of the portfolio, ranked #16.

Bartlett & Co Wealth Management first reported a position in LIN in Q4 2018 and has held it in 30 quarters since. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Bartlett & Co Wealth Management held 241,129 shares of Linde worth $119M as of Q1 2026.
  • Bartlett & Co Wealth Management bought 12,096 Linde shares in Q1 2026, an estimated $5.71M.
  • Linde made up 1.52% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Bartlett & Co Wealth Management first reported a position in Linde in Q4 2018 and has held it in 30 quarters since.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.