BWM
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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
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
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

BKM Wealth Management's LIN Position: Q1 2026 in Review

BKM Wealth Management increased its Linde (LIN) stake by 5.4% in Q1 2026, buying an estimated $139K and bringing the position to 5,771 shares worth $2.86M. The position accounts for 1.04% of the portfolio, ranked #26.

BKM Wealth Management first reported a position in LIN in Q4 2023 and has held it in 10 quarters since. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • BKM Wealth Management held 5,771 shares of Linde worth $2.86M as of Q1 2026.
  • BKM Wealth Management bought 295 Linde shares in Q1 2026, an estimated $139K.
  • Linde made up 1.04% of BKM Wealth Management's portfolio in Q1 2026, its #26 holding.
  • BKM Wealth Management first reported a position in Linde in Q4 2023 and has held it in 10 quarters since.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.