IAM Advisory’s Linde LIN Stock Holding History

IAM Advisory’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
2025 Q2	–	Sell	-600	Closed	-$279K	–	103
2025 Q1	$279K	Hold	600	–	–	0.07%	87
2024 Q4	$251K	Hold	600	–	–	0.06%	92
2024 Q3	$286K	Hold	600	–	–	0.07%	86
2024 Q2	$263K	Hold	600	–	–	0.07%	87
2024 Q1	$279K	Hold	600	–	–	0.08%	84
2023 Q4	$246K	Hold	600	–	–	0.08%	84
2023 Q3	$223K	Hold	600	–	–	0.08%	88
2023 Q2	$229K	Hold	600	–	–	0.08%	83
2023 Q1	$213K	Sell	600 -78	-12%	-$26.1K	0.07%	86
2022 Q4	$221K	Buy	+678	New	+$213K	0.08%	79
2022 Q1	–	Sell	-600	Closed	-$201K	–	80
2021 Q4	$201K	Buy	+600	New	+$194K	0.08%	71

Other funds holding LIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

IAM Advisory's LIN Position: Q2 2025 in Review

IAM Advisory sold out of Linde (LIN) in Q2 2025, closing a stake of 600 shares — an estimated $279K sold.

IAM Advisory first reported a position in LIN in Q4 2021 and held it in 11 quarters. The position peaked at $286K in Q3 2024. 2,101 funds tracked by Wall St. Rank hold LIN as of Q2 2025.

IAM Advisory reported no remaining Linde position as of Q2 2025 after selling out during the quarter.
IAM Advisory sold 600 Linde shares in Q2 2025, an estimated $279K.
IAM Advisory first reported a position in Linde in Q4 2021 and held it in 11 quarters.
IAM Advisory's Linde position peaked at $286K in Q3 2024.
2,101 funds tracked by Wall St. Rank held Linde as of Q2 2025.

Based on IAM Advisory's 13F filing for Q2 2025, filed 8 Jul 2025.