Evermay Wealth Management’s Linde LIN Stock Holding History

Evermay 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	$110K	Buy	221 +36	+19%	+$17K	0.01%	245
2025 Q4	$78.9K	Hold	185	–	–	0.01%	280
2025 Q3	$87.9K	Sell	185 -25	-12%	-$11.8K	0.01%	281
2025 Q2	$98.5K	Hold	210	–	–	0.01%	267
2025 Q1	$97.8K	Hold	210	–	–	0.01%	261
2024 Q4	$87.9K	Sell	210 -290	-58%	-$132K	0.01%	265
2024 Q3	$238K	Buy	500 +214	+75%	+$97.6K	0.04%	183
2024 Q2	$126K	Hold	286	–	–	0.02%	240
2024 Q1	$133K	Sell	286 -4	-1%	-$1.73K	0.02%	243
2023 Q4	$119K	Buy	290 +4	+1%	+$1.58K	0.02%	230
2023 Q3	$106K	Buy	286 +16	+6%	+$6.09K	0.02%	231
2023 Q2	$103K	Sell	270 -50	-16%	-$18.3K	0.02%	241
2023 Q1	$114K	Hold	320	–	–	0.02%	225
2022 Q4	$104K	Sell	320 -311	-49%	-$97.5K	0.02%	225
2022 Q3	$170K	Hold	631	–	–	0.03%	173
2022 Q2	$181K	Hold	631	–	–	0.04%	169
2022 Q1	$202K	Buy	631 +311	+97%	+$96.2K	0.03%	188
2021 Q4	$111K	Hold	320	–	–	0.02%	222
2021 Q3	$94K	Hold	320	–	–	0.02%	219
2021 Q2	$93K	Buy	+320	New	+$93.3K	0.02%	228

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

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

Evermay Wealth Management increased its Linde (LIN) stake by 19% in Q1 2026, buying an estimated $17K and bringing the position to 221 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #245.

Evermay Wealth Management first reported a position in LIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $238K in Q3 2024. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

Evermay Wealth Management held 221 shares of Linde worth $110K as of Q1 2026.
Evermay Wealth Management bought 36 Linde shares in Q1 2026, an estimated $17K.
Linde made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #245 holding.
Evermay Wealth Management first reported a position in Linde in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's Linde position peaked at $238K in Q3 2024.
2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.