Evelyn Partners Investment Management Services’s Linde LIN Stock Holding History

Evelyn Partners Investment Management Services’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	$5.84M	Sell	11,776 -2,495	-17%	-$1.18M	0.69%	37
2025 Q4	$6.09M	Buy	14,271 +1,852	+15%	+$793K	0.76%	39
2025 Q3	$5.9M	Buy	12,419 +1,912	+18%	+$905K	0.79%	37
2025 Q2	$4.93M	Buy	10,507 +2,139	+26%	+$976K	0.74%	40
2025 Q1	$3.9M	Buy	8,368 +2,088	+33%	+$940K	0.64%	44
2024 Q4	$2.63M	Buy	+6,280	New	+$2.86M	0.46%	50

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

Evelyn Partners Investment Management Services's LIN Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Linde (LIN) stake by 17% in Q1 2026, selling an estimated $1.18M and leaving 11,776 shares worth $5.84M. The position accounts for 0.69% of the portfolio, ranked #37.

Evelyn Partners Investment Management Services first reported a position in LIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.09M in Q4 2025. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

Evelyn Partners Investment Management Services held 11,776 shares of Linde worth $5.84M as of Q1 2026.
Evelyn Partners Investment Management Services sold 2,495 Linde shares in Q1 2026, an estimated $1.18M.
Linde made up 0.69% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #37 holding.
Evelyn Partners Investment Management Services first reported a position in Linde in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Linde position peaked at $6.09M in Q4 2025.
2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.