HWM
LIN icon

Heirloom Wealth Management’s Linde LIN Stock Holding History

Heirloom 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
Q2 		$26.1M Buy
50,379
+6,491
+15% +$3.29M 3.79% 11
2026
Q1 		$21.8M Buy
43,888
+6,209
+16% +$2.93M 3.92% 10
2025
Q4 		$16.1M Buy
37,679
+7,944
+27% +$3.4M 3.71% 11
2025
Q3 		$14.1M Buy
29,735
+390
+1% +$185K 3.41% 13
2025
Q2 		$13.8M Buy
29,345
+86
+0.3% +$39.3K 3.63% 12
2025
Q1 		$13.6M Buy
29,259
+1,091
+4% +$491K 3.91% 10
2024
Q4 		$11.8M Buy
28,168
+1,828
+7% +$833K 3.54% 10
2024
Q3 		$12.6M Buy
26,340
+599
+2% +$273K 3.92% 10
2024
Q2 		$11.3M Sell
25,741
-288
-1% -$127K 3.66% 10
2024
Q1 		$12.1M Sell
26,029
-528
-2% -$229K 4.12% 10
2023
Q4 		$10.9M Buy
26,557
+460
+2% +$181K 4.19% 9
2023
Q3 		$9.72M Sell
26,097
-518
-2% -$197K 4.32% 9
2023
Q2 		$10.1M Buy
26,615
+956
+4% +$349K 4.41% 9
2023
Q1 		$9.12M Buy
25,659
+4,328
+20% +$1.45M 4.35% 11
2022
Q4 		$6.96M Buy
+21,331
New +$6.69M 4.33% 9
2022
Q2 		$6.08M Buy
20,204
+6,839
+51% +$2.14M 4.97% 11
2022
Q1 		$4.13M Buy
13,365
+5,592
+72% +$1.73M 2.87% 13
2021
Q4 		$2.46M Buy
+7,773
New +$2.52M 2.11% 18

Other funds holding LIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heirloom Wealth Management's LIN Position: Q2 2026 in Review

Heirloom Wealth Management increased its Linde (LIN) stake by 15% in Q2 2026, buying an estimated $3.29M and bringing the position to 50,379 shares worth $26.1M. The position accounts for 3.79% of the portfolio, ranked #11.

Heirloom Wealth Management first reported a position in LIN in Q4 2021 and has held it in 18 quarters since. 2,341 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Heirloom Wealth Management held 50,379 shares of Linde worth $26.1M as of Q2 2026.
  • Heirloom Wealth Management bought 6,491 Linde shares in Q2 2026, an estimated $3.29M.
  • Linde made up 3.79% of Heirloom Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Heirloom Wealth Management first reported a position in Linde in Q4 2021 and has held it in 18 quarters since.
  • 2,341 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.