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Evelyn Partners Investment Management’s Linde LIN Stock Holding History

Evelyn Partners Investment 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 		$44.4M Sell
89,609
-770
-0.9% -$363K 1.21% 18
2025
Q4 		$38.5M Buy
90,379
+4,016
+5% +$1.72M 1.06% 22
2025
Q3 		$41M Buy
86,363
+4,442
+5% +$2.1M 1.17% 20
2025
Q2 		$38.4M Buy
81,921
+1,698
+2% +$775K 1.18% 21
2025
Q1 		$37.4M Buy
80,223
+2,419
+3% +$1.09M 1.24% 20
2024
Q4 		$32.6M Buy
+77,804
New +$35.5M 1.06% 24

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

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

Evelyn Partners Investment Management reduced its Linde (LIN) stake by 0.85% in Q1 2026, selling an estimated $363K and leaving 89,609 shares worth $44.4M. The position accounts for 1.21% of the portfolio, ranked #18.

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

  • Evelyn Partners Investment Management held 89,609 shares of Linde worth $44.4M as of Q1 2026.
  • Evelyn Partners Investment Management sold 770 Linde shares in Q1 2026, an estimated $363K.
  • Linde made up 1.21% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #18 holding.
  • Evelyn Partners Investment Management first reported a position in Linde in Q4 2024 and has held it in 6 quarters since.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

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