Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$541K Sell
1,092
-1,446
-57% -$682K 0.08% 101
2025
Q4
$1.08M Sell
2,538
-438
-15% -$188K 0.15% 71
2025
Q3
$1.41M Buy
2,976
+93
+3% +$44K 0.18% 68
2025
Q2
$1.35M Buy
2,883
+286
+11% +$131K 0.19% 63
2025
Q1
$1.21M Sell
2,597
-402
-13% -$181K 0.18% 58
2024
Q4
$1.26M Sell
2,999
-56
-2% -$25.5K 0.18% 63
2024
Q3
$1.46M Buy
3,055
+173
+6% +$78.9K 0.21% 56
2024
Q2
$1.26M Sell
2,882
-388
-12% -$171K 0.21% 54
2024
Q1
$1.52M Sell
3,270
-33
-1% -$14.3K 0.25% 43
2023
Q4
$1.36M Sell
3,303
-15
-0.5% -$5.92K 0.24% 46
2023
Q3
$1.24M Sell
3,318
-233
-7% -$88.7K 0.23% 46
2023
Q2
$1.35M Sell
3,551
-1,112
-24% -$406K 0.24% 47
2023
Q1
$1.66M Sell
4,663
-671
-13% -$225K 0.28% 41
2022
Q4
$1.74M Sell
5,334
-756
-12% -$237K 0.3% 46
2022
Q3
$1.64M Buy
6,090
+20
+0.3% +$5.74K 0.31% 46
2022
Q2
$1.75M Buy
6,070
+74
+1% +$23.1K 0.32% 41
2022
Q1
$1.92M Sell
5,996
-4
-0.1% -$1.24K 0.34% 38
2021
Q4
$2.08M Sell
6,000
-31
-0.5% -$10K 0.39% 32
2021
Q3
$1.77M Buy
6,031
+63
+1% +$19.1K 0.37% 35
2021
Q2
$1.73M Sell
5,968
-169
-3% -$49.3K 0.37% 40
2021
Q1
$1.72M Sell
6,137
-212
-3% -$55K 0.41% 39
2020
Q4
$1.67M Buy
6,349
+47
+0.7% +$11.5K 0.43% 37
2020
Q3
$1.5M Sell
6,302
-15
-0.2% -$3.64K 0.42% 42
2020
Q2
$1.34M Sell
6,317
-85
-1% -$16.4K 0.37% 48
2020
Q1
$1.11M Sell
6,402
-526
-8% -$104K 0.37% 45
2019
Q4
$1.48M Buy
6,928
+51
+0.7% +$10.3K 0.32% 42
2019
Q3
$1.33M Hold
6,877
0.3% 48
2019
Q2
$1.38M Buy
6,877
+5
+0.1% +$935 0.31% 42
2019
Q1
$1.21M Buy
6,872
+60
+0.9% +$9.97K 0.28% 50
2018
Q4
$1.06M Buy
+6,812
New +$1.08M 0.28% 50

Other funds holding LIN

Lee Financial's LIN Position: Q1 2026 in Review

Lee Financial reduced its Linde (LIN) stake by 57% in Q1 2026, selling an estimated $682K and leaving 1,092 shares worth $541K. The position accounts for 0.08% of the portfolio, ranked #101.

Lee Financial first reported a position in LIN in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.08M in Q4 2021. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Lee Financial held 1,092 shares of Linde worth $541K as of Q1 2026.
  • Lee Financial sold 1,446 Linde shares in Q1 2026, an estimated $682K.
  • Linde made up 0.08% of Lee Financial's portfolio in Q1 2026, its #101 holding.
  • Lee Financial first reported a position in Linde in Q4 2018 and has held it in 30 quarters since.
  • Lee Financial's Linde position peaked at $2.08M in Q4 2021.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.