Lantz Financial
LIN icon

Lantz Financial’s Linde LIN Stock Holding History

Lantz Financial’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
Q3 		$2.29M Sell
4,820
-96
-2% -$47.2K 0.42% 63
2026
Q2 		$2.55M Sell
4,916
-2
-0% -$1.01K 0.47% 57
2026
Q1 		$2.44M Sell
4,918
-117
-2% -$55.2K 0.5% 53
2025
Q4 		$2.15M Sell
5,035
-175
-3% -$75K 0.45% 57
2025
Q3 		$2.47M Sell
5,210
-38
-0.7% -$18K 0.55% 44
2025
Q2 		$2.46M Sell
5,248
-78
-1% -$35.6K 0.61% 44
2025
Q1 		$2.48M Sell
5,326
-192
-3% -$86.4K 0.68% 39
2024
Q4 		$2.31M Sell
5,518
-21
-0.4% -$9.6K 0.62% 46
2024
Q3 		$2.64M Buy
5,539
+111
+2% +$50.6K 0.72% 39
2024
Q2 		$2.38M Sell
5,428
-150
-3% -$66K 0.74% 30
2024
Q1 		$2.59M Sell
5,578
-116
-2% -$50.2K 0.83% 24
2023
Q4 		$2.34M Buy
5,694
+67
+1% +$26.4K 0.84% 22
2023
Q3 		$2.1M Sell
5,627
-94
-2% -$35.8K 0.83% 27
2023
Q2 		$2.18M Sell
5,721
-47
-0.8% -$17.2K 0.85% 28
2023
Q1 		$2.05M Sell
5,768
-29
-0.5% -$9.7K 0.85% 28
2022
Q4 		$1.89M Buy
5,797
+45
+0.8% +$14.1K 0.86% 28
2022
Q3 		$1.55M Buy
5,752
+22
+0.4% +$6.32K 0.81% 33
2022
Q2 		$1.65M Sell
5,730
-32
-0.6% -$10K 0.74% 29
2022
Q1 		$1.84M Buy
5,762
+30
+0.5% +$9.28K 0.75% 29
2021
Q4 		$1.99M Buy
5,732
+95
+2% +$30.8K 0.91% 25
2021
Q3 		$1.65M Sell
5,637
-1,727
-23% -$525K 0.85% 32
2021
Q2 		$2.13M Sell
7,364
-176
-2% -$51.3K 1.09% 17
2021
Q1 		$2.11M Sell
7,540
-122
-2% -$31.7K 1.2% 16
2020
Q4 		$2.02M Sell
7,662
-189
-2% -$46.4K 1.26% 15
2020
Q3 		$1.87M Sell
7,851
-42
-0.5% -$10.2K 1.26% 15
2020
Q2 		$1.67M Sell
7,893
-242
-3% -$46.7K 1.2% 15
2020
Q1 		$1.41M Sell
8,135
-588
-7% -$116K 1.1% 21
2019
Q4 		$1.86M Buy
8,723
+17
+0.2% +$3.43K 1.1% 19
2019
Q3 		$1.6M Sell
8,706
-24
-0.3% -$4.65K 1.08% 18
2019
Q2 		$1.78M Buy
8,730
+39
+0.4% +$7.3K 1.2% 16
2019
Q1 		$1.53M Buy
+8,691
New +$1.44M 1.11% 23

Other funds holding LIN

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Lantz Financial's LIN Position: Q3 2026 in Review

Lantz Financial reduced its Linde (LIN) stake by 2% in Q3 2026, selling an estimated $47.2K and leaving 4,820 shares worth $2.29M. The position accounts for 0.42% of the portfolio, ranked #63.

Lantz Financial first reported a position in LIN in Q1 2019 and has held it in 31 quarters since. The position peaked at $2.64M in Q3 2024. 947 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Lantz Financial held 4,820 shares of Linde worth $2.29M as of Q3 2026.
  • Lantz Financial sold 96 Linde shares in Q3 2026, an estimated $47.2K.
  • Linde made up 0.42% of Lantz Financial's portfolio in Q3 2026, its #63 holding.
  • Lantz Financial first reported a position in Linde in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's Linde position peaked at $2.64M in Q3 2024.
  • 947 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.