LWM
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Laidlaw Wealth Management’s Linde LIN Stock Holding History

Laidlaw 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
2024
Q4 		– Sell
-438
Closed -$209K – 187
2024
Q3 		$209K Buy
+438
New +$200K 0.1% 162
2024
Q2 		– Sell
-475
Closed -$221K – 179
2024
Q1 		$221K Sell
475
-1,645
-78% -$712K 0.12% 156
2023
Q4 		$871K Sell
2,120
-19
-0.9% -$7.49K 0.32% 87
2023
Q3 		$796K Sell
2,139
-38
-2% -$14.5K 0.26% 97
2023
Q2 		$830K Sell
2,177
-119
-5% -$43.5K 0.16% 140
2023
Q1 		$816K Buy
2,296
+86
+4% +$28.8K 0.17% 147
2022
Q4 		$721K Buy
2,210
+218
+11% +$68.3K 0.15% 154
2022
Q3 		$537K Buy
1,992
+298
+18% +$85.6K 0.13% 168
2022
Q2 		$487K Buy
1,694
+166
+11% +$51.9K 0.1% 199
2022
Q1 		$488K Buy
1,528
+269
+21% +$83.2K 0.08% 220
2021
Q4 		$436K Buy
1,259
+380
+43% +$123K 0.07% 243
2021
Q3 		$258K Buy
+879
New +$267K 0.07% 204

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Laidlaw Wealth Management's LIN Position: Q4 2024 in Review

Laidlaw Wealth Management sold out of Linde (LIN) in Q4 2024, closing a stake of 438 shares — an estimated $209K sold.

Laidlaw Wealth Management first reported a position in LIN in Q3 2021 and held it in 12 quarters. The position peaked at $871K in Q4 2023. 2,011 funds tracked by Wall St. Rank hold LIN as of Q4 2024.

  • Laidlaw Wealth Management reported no remaining Linde position as of Q4 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 438 Linde shares in Q4 2024, an estimated $209K.
  • Laidlaw Wealth Management first reported a position in Linde in Q3 2021 and held it in 12 quarters.
  • Laidlaw Wealth Management's Linde position peaked at $871K in Q4 2023.
  • 2,011 funds tracked by Wall St. Rank held Linde as of Q4 2024.

Based on Laidlaw Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.