BKM Wealth Management’s Linde LIN Stock Holding History

BKM 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 Q2	$2.68M	Sell	5,162 -609	-11%	-$308K	0.95%	28
2026 Q1	$2.86M	Buy	5,771 +295	+5%	+$139K	1.04%	26
2025 Q4	$2.33M	Buy	5,476 +111	+2%	+$47.5K	0.85%	33
2025 Q3	$2.55M	Buy	5,365 +202	+4%	+$95.6K	0.94%	28
2025 Q2	$2.42M	Buy	5,163 +33	+0.6%	+$15.1K	0.95%	28
2025 Q1	$2.39M	Buy	5,130 +118	+2%	+$53.1K	0.98%	29
2024 Q4	$2.1M	Buy	5,012 +181	+4%	+$82.5K	0.86%	31
2024 Q3	$2.3M	Buy	4,831 +540	+13%	+$246K	0.94%	26
2024 Q2	$1.88M	Sell	4,291 -178	-4%	-$78.3K	0.91%	33
2024 Q1	$2.08M	Buy	4,469 +381	+9%	+$165K	0.89%	27
2023 Q4	$1.68M	Buy	+4,088	New	+$1.61M	0.72%	33

Other funds holding LIN

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

BKM Wealth Management's LIN Position: Q2 2026 in Review

BKM Wealth Management reduced its Linde (LIN) stake by 11% in Q2 2026, selling an estimated $308K and leaving 5,162 shares worth $2.68M. The position accounts for 0.95% of the portfolio, ranked #28.

BKM Wealth Management first reported a position in LIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.86M in Q1 2026. 2,346 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

BKM Wealth Management held 5,162 shares of Linde worth $2.68M as of Q2 2026.
BKM Wealth Management sold 609 Linde shares in Q2 2026, an estimated $308K.
Linde made up 0.95% of BKM Wealth Management's portfolio in Q2 2026, its #28 holding.
BKM Wealth Management first reported a position in Linde in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Linde position peaked at $2.86M in Q1 2026.
2,346 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.