IFWM
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Institute for Wealth Management’s Linde LIN Stock Holding History

Institute for 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 		$479K Sell
923
-78
-8% -$39.5K 0.04% 335
2026
Q1 		$496K Sell
1,001
-1
-0.1% -$472 0.05% 320
2025
Q4 		$427K Sell
1,002
-6
-0.6% -$2.57K 0.05% 344
2025
Q3 		$479K Hold
1,008
– – 0.05% 332
2025
Q2 		$473K Hold
1,008
– – 0.05% 328
2025
Q1 		$469K Hold
1,008
– – 0.06% 305
2024
Q4 		$422K Sell
1,008
-32
-3% -$14.6K 0.05% 322
2024
Q3 		$496K Sell
1,040
-39
-4% -$17.8K 0.06% 297
2024
Q2 		$474K Sell
1,079
-3
-0.3% -$1.32K 0.06% 290
2024
Q1 		$502K Buy
1,082
+95
+10% +$41.1K 0.06% 290
2023
Q4 		$405K Sell
987
-51
-5% -$20.1K 0.07% 304
2023
Q3 		$387K Hold
1,038
– – 0.07% 298
2023
Q2 		$396K Sell
1,038
-49
-5% -$17.9K 0.07% 307
2023
Q1 		$386K Buy
1,087
+26
+2% +$8.71K 0.07% 305
2022
Q4 		$346K Buy
1,061
+76
+8% +$23.8K 0.07% 327
2022
Q3 		$266K Hold
985
– – 0.06% 361
2022
Q2 		$283K Hold
985
– – 0.06% 406
2022
Q1 		$315K Hold
985
– – 0.05% 411
2021
Q4 		$341K Buy
985
+13
+1% +$4.21K 0.06% 349
2021
Q3 		$285K Hold
972
– – 0.05% 391
2021
Q2 		$281K Buy
972
+38
+4% +$11.1K 0.05% 387
2021
Q1 		$262K Buy
+934
New +$242K 0.05% 385

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

Institute for Wealth Management's LIN Position: Q2 2026 in Review

Institute for Wealth Management reduced its Linde (LIN) stake by 7.8% in Q2 2026, selling an estimated $39.5K and leaving 923 shares worth $479K. The position accounts for 0.04% of the portfolio, ranked #335.

Institute for Wealth Management first reported a position in LIN in Q1 2021 and has held it in 22 quarters since. The position peaked at $502K in Q1 2024. 2,333 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Institute for Wealth Management held 923 shares of Linde worth $479K as of Q2 2026.
  • Institute for Wealth Management sold 78 Linde shares in Q2 2026, an estimated $39.5K.
  • Linde made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #335 holding.
  • Institute for Wealth Management first reported a position in Linde in Q1 2021 and has held it in 22 quarters since.
  • Institute for Wealth Management's Linde position peaked at $502K in Q1 2024.
  • 2,333 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.