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
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 $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

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

Heirloom Wealth Management increased its Linde (LIN) stake by 16% in Q1 2026, buying an estimated $2.93M and bringing the position to 43,888 shares worth $21.8M. The position accounts for 3.92% of the portfolio, ranked #10.

Heirloom Wealth Management first reported a position in LIN in Q4 2021 and has held it in 17 quarters since. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Heirloom Wealth Management held 43,888 shares of Linde worth $21.8M as of Q1 2026.
  • Heirloom Wealth Management bought 6,209 Linde shares in Q1 2026, an estimated $2.93M.
  • Linde made up 3.92% of Heirloom Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Heirloom Wealth Management first reported a position in Linde in Q4 2021 and has held it in 17 quarters since.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.