BKM Wealth Management
LIN icon

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
Q3 		$3M Buy
6,316
+1,154
+22% +$567K 0.97% 28
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% +$47.6K 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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BKM Wealth Management's LIN Position: Q3 2026 in Review

BKM Wealth Management increased its Linde (LIN) stake by 22% in Q3 2026, buying an estimated $567K and bringing the position to 6,316 shares worth $3M. The position accounts for 0.97% of the portfolio, ranked #28.

BKM Wealth Management first reported a position in LIN in Q4 2023 and has held it in 12 quarters since. 2,042 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • BKM Wealth Management held 6,316 shares of Linde worth $3M as of Q3 2026.
  • BKM Wealth Management bought 1,154 Linde shares in Q3 2026, an estimated $567K.
  • Linde made up 0.97% of BKM Wealth Management's portfolio in Q3 2026, its #28 holding.
  • BKM Wealth Management first reported a position in Linde in Q4 2023 and has held it in 12 quarters since.
  • 2,042 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.