JA
LIN icon

John Armitage’s Linde LIN Stock Holding History

John Armitage’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 		$156M Sell
300,854
-767,517
-72% -$389M 1.51% 19
2026
Q1 		$530M Buy
+1,068,371
New +$504M 5.88% 4
2023
Q2 		– Sell
-119,255
Closed -$42.4M – 24
2023
Q1 		$42.4M Buy
+119,255
New +$39.9M 0.46% 24
2022
Q4 		– Sell
-1,094,168
Closed -$295M – 25
2022
Q3 		$295M Sell
1,094,168
-181,199
-14% -$52M 2.29% 19
2022
Q2 		$367M Sell
1,275,367
-1,168,350
-48% -$365M 2.48% 16
2022
Q1 		$781M Buy
2,443,717
+1,171,725
+92% +$362M 4.11% 10
2021
Q4 		$441M Sell
1,271,992
-2,314,175
-65% -$750M 2.05% 17
2021
Q3 		$1.05B Buy
3,586,167
+327,763
+10% +$99.6M 5% 6
2021
Q2 		$942M Buy
3,258,404
+11,372
+0.4% +$3.32M 4.68% 9
2021
Q1 		$910M Buy
3,247,032
+379,336
+13% +$98.4M 4.79% 9
2020
Q4 		$756M Buy
2,867,696
+765,279
+36% +$188M 4.28% 10
2020
Q3 		$501M Sell
2,102,417
-708,196
-25% -$172M 3.09% 16
2020
Q2 		$596M Sell
2,810,613
-79,596
-3% -$15.4M 4.43% 10
2020
Q1 		$500M Buy
+2,890,209
New +$570M 5.17% 10
2019
Q1 		– Sell
-3,006,048
Closed -$469M – 28
2018
Q4 		$469M Buy
+3,006,048
New +$475M 3.9% 12

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

John Armitage's LIN Position: Q2 2026 in Review

John Armitage reduced its Linde (LIN) stake by 72% in Q2 2026, selling an estimated $389M and leaving 300,854 shares worth $156M. The position accounts for 1.51% of the portfolio, ranked #19.

John Armitage first reported a position in LIN in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.05B in Q3 2021. 2,331 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • John Armitage held 300,854 shares of Linde worth $156M as of Q2 2026.
  • John Armitage sold 767,517 Linde shares in Q2 2026, an estimated $389M.
  • Linde made up 1.51% of John Armitage's portfolio in Q2 2026, its #19 holding.
  • John Armitage first reported a position in Linde in Q4 2018 and has held it in 15 quarters since.
  • John Armitage's Linde position peaked at $1.05B in Q3 2021.
  • 2,331 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.