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Defined Wealth Management’s Linde LIN Stock Holding History

Defined 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 		$248K Buy
+500
New +$236K 0.15% 102
2021
Q1 		– Sell
-225
Closed -$59K – 152
2020
Q4 		$59K Buy
+225
New +$55.2K 0.06% 126

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

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

Defined Wealth Management opened a new position in Linde (LIN) in Q1 2026: 500 shares worth $248K. The stake represents 0.15% of the portfolio and ranks #102 among its holdings. This is a return to the name: Defined Wealth Management previously reported a position in LIN as recently as Q4 2020.

Defined Wealth Management first reported a position in LIN in Q4 2020 and has held it in 2 quarters since. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Defined Wealth Management held 500 shares of Linde worth $248K as of Q1 2026.
  • Linde was a new Defined Wealth Management position in Q1 2026.
  • Linde made up 0.15% of Defined Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Defined Wealth Management first reported a position in Linde in Q4 2020 and has held it in 2 quarters since.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.