CM Wealth Advisors’s Linde LIN Stock Holding History

CM Wealth Advisors’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	$207K	Sell	399 -150	-27%	-$76K	0.04%	184
2026 Q1	$272K	Buy	549 +71	+15%	+$33.5K	0.06%	120
2025 Q4	$204K	Buy	478 +28	+6%	+$12K	0.05%	136
2025 Q3	$214K	Hold	450	–	–	0.06%	87
2025 Q2	$211K	Hold	450	–	–	0.06%	80
2025 Q1	$210K	Buy	+450	New	+$203K	0.07%	82
2024 Q4	–	Sell	-462	Closed	-$220K	–	85
2024 Q3	$220K	Buy	+462	New	+$211K	0.07%	83
2024 Q2	–	Sell	-707	Closed	-$304K	–	132
2024 Q1	$304K	Buy	+707	New	+$306K	0.09%	134
2023 Q3	–	Sell	-707	Closed	-$275K	–	130
2023 Q2	$275K	Buy	+707	New	+$258K	0.09%	116

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

CM Wealth Advisors's LIN Position: Q2 2026 in Review

CM Wealth Advisors reduced its Linde (LIN) stake by 27% in Q2 2026, selling an estimated $76K and leaving 399 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #184.

CM Wealth Advisors first reported a position in LIN in Q2 2023 and has held it in 9 quarters since. The position peaked at $304K in Q1 2024. 2,333 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

CM Wealth Advisors held 399 shares of Linde worth $207K as of Q2 2026.
CM Wealth Advisors sold 150 Linde shares in Q2 2026, an estimated $76K.
Linde made up 0.04% of CM Wealth Advisors's portfolio in Q2 2026, its #184 holding.
CM Wealth Advisors first reported a position in Linde in Q2 2023 and has held it in 9 quarters since.
CM Wealth Advisors's Linde position peaked at $304K in Q1 2024.
2,333 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.