Beacon Financial Advisory’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$265K Buy
+534
New +$252K 0.06% 329
2025
Q4
Sell
-470
Closed -$223K 389
2025
Q3
$223K Buy
+470
New +$223K 0.05% 346
2025
Q2
Sell
-479
Closed -$223K 363
2025
Q1
$223K Buy
+479
New +$216K 0.07% 304
2024
Q4
Sell
-427
Closed -$204K 308
2024
Q3
$204K Buy
+427
New +$195K 0.07% 282

Other funds holding LIN

Beacon Financial Advisory's LIN Position: Q1 2026 in Review

Beacon Financial Advisory opened a new position in Linde (LIN) in Q1 2026: 534 shares worth $265K. The stake represents 0.06% of the portfolio and ranks #329 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in LIN as recently as Q3 2025.

Beacon Financial Advisory first reported a position in LIN in Q3 2024 and has held it in 4 quarters since. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Beacon Financial Advisory held 534 shares of Linde worth $265K as of Q1 2026.
  • Linde was a new Beacon Financial Advisory position in Q1 2026.
  • Linde made up 0.06% of Beacon Financial Advisory's portfolio in Q1 2026, its #329 holding.
  • Beacon Financial Advisory first reported a position in Linde in Q3 2024 and has held it in 4 quarters since.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.