Duncan Williams Asset Management’s Linde LIN Stock Holding History

Duncan Williams Asset 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	$948K	Sell	1,912 -153	-7%	-$72.2K	0.26%	58
2025 Q4	$977K	Sell	2,065 -124	-6%	-$53.1K	0.24%	63
2025 Q3	$1.04M	Buy	2,189 +54	+3%	+$25.6K	0.29%	55
2025 Q2	$1M	Buy	2,135 +378	+22%	+$173K	0.32%	50
2025 Q1	$818K	Buy	1,757 +599	+52%	+$270K	0.3%	59
2024 Q4	$485K	Buy	1,158 +57	+5%	+$26K	0.19%	87
2024 Q3	$525K	Buy	1,101 +80	+8%	+$36.5K	0.29%	69
2024 Q2	$448K	Buy	1,021 +214	+27%	+$94.2K	0.38%	42
2024 Q1	$375K	Buy	+807	New	+$349K	0.34%	49

Other funds holding LIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Duncan Williams Asset Management's LIN Position: Q1 2026 in Review

Duncan Williams Asset Management reduced its Linde (LIN) stake by 7.4% in Q1 2026, selling an estimated $72.2K and leaving 1,912 shares worth $948K. The position accounts for 0.26% of the portfolio, ranked #58.

Duncan Williams Asset Management first reported a position in LIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2025. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

Duncan Williams Asset Management held 1,912 shares of Linde worth $948K as of Q1 2026.
Duncan Williams Asset Management sold 153 Linde shares in Q1 2026, an estimated $72.2K.
Linde made up 0.26% of Duncan Williams Asset Management's portfolio in Q1 2026, its #58 holding.
Duncan Williams Asset Management first reported a position in Linde in Q1 2024 and has held it in 9 quarters since.
Duncan Williams Asset Management's Linde position peaked at $1.04M in Q3 2025.
2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.