Carson Wealth (CWM LLC)
LIN icon

Carson Wealth (CWM LLC)’s Linde LIN Stock Holding History

Carson Wealth (CWM LLC)’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 		$14.4M Buy
28,964
+14,750
+104% +$6.96M 0.04% 430
2025
Q4 		$6.06M Sell
14,214
-9,179
-39% -$3.93M 0.02% 704
2025
Q3 		$11.1M Buy
23,393
+11,976
+105% +$5.67M 0.03% 438
2025
Q2 		$5.36M Buy
11,417
+233
+2% +$106K 0.02% 564
2025
Q1 		$5.21M Buy
11,184
+758
+7% +$341K 0.02% 522
2024
Q4 		$4.37M Buy
10,426
+23
+0.2% +$10.5K 0.02% 510
2024
Q3 		$4.96M Buy
10,403
+639
+7% +$292K 0.02% 442
2024
Q2 		$4.28M Buy
9,764
+452
+5% +$199K 0.02% 451
2024
Q1 		$4.32M Buy
9,312
+297
+3% +$129K 0.02% 449
2023
Q4 		$3.7M Buy
9,015
+526
+6% +$207K 0.02% 452
2023
Q3 		$3.16M Buy
8,489
+546
+7% +$208K 0.02% 452
2023
Q2 		$3.03M Buy
7,943
+913
+13% +$333K 0.02% 443
2023
Q1 		$2.5M Buy
7,030
+514
+8% +$172K 0.02% 445
2022
Q4 		$2.13M Buy
6,516
+1,501
+30% +$470K 0.02% 437
2022
Q3 		$1.35M Buy
5,015
+588
+13% +$169K 0.01% 484
2022
Q2 		$1.27M Buy
4,427
+1,830
+70% +$572K 0.01% 507
2022
Q1 		$829K Buy
2,597
+178
+7% +$55K 0.01% 608
2021
Q4 		$838K Buy
+2,419
New +$784K 0.01% 616
2021
Q2 		$334K Hold
1,156
– – ﹤0.01% 764
2021
Q1 		$334K Hold
1,156
– – ﹤0.01% 764
2020
Q4 		$334K Hold
1,156
– – ﹤0.01% 764
2020
Q3 		$334K Hold
1,156
– – ﹤0.01% 764
2020
Q2 		$334K Hold
1,156
– – ﹤0.01% 764
2020
Q1 		$334K Hold
1,156
– – ﹤0.01% 764
2019
Q4 		$334K Hold
1,156
– – ﹤0.01% 764
2019
Q3 		$334K Hold
1,156
– – ﹤0.01% 764
2019
Q2 		$334K Hold
1,156
– – ﹤0.01% 764
2019
Q1 		$334K Buy
1,156
+468
+68% +$77.7K ﹤0.01% 764
2018
Q4 		$107K Buy
+688
New +$109K ﹤0.01% 715

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

Carson Wealth (CWM LLC)'s LIN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Linde (LIN) stake by 104% in Q1 2026, buying an estimated $6.96M and bringing the position to 28,964 shares worth $14.4M. The position accounts for 0.04% of the portfolio, ranked #430.

Carson Wealth (CWM LLC) first reported a position in LIN in Q4 2018 and has held it in 29 quarters since. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28,964 shares of Linde worth $14.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 14,750 Linde shares in Q1 2026, an estimated $6.96M.
  • Linde made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #430 holding.
  • Carson Wealth (CWM LLC) first reported a position in Linde in Q4 2018 and has held it in 29 quarters since.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.