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Legacy Financial Advisors’s Linde LIN Stock Holding History

Legacy Financial Advisors’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
Q1 		$1.25M Buy
2,523
+602
+31% +$284K 0.17% 103
2025
Q4 		$819K Sell
1,921
-507
-21% -$217K 0.11% 149
2025
Q3 		$1.15M Buy
2,428
+383
+19% +$181K 0.16% 102
2025
Q2 		$960K Buy
2,045
+93
+5% +$42.5K 0.15% 110
2025
Q1 		$909K Buy
1,952
+99
+5% +$44.6K 0.15% 113
2024
Q4 		$776K Buy
1,853
+2
+0.1% +$911 0.13% 133
2024
Q3 		$883K Buy
1,851
+72
+4% +$32.9K 0.15% 112
2024
Q2 		$781K Buy
1,779
+56
+3% +$24.6K 0.14% 118
2024
Q1 		$800K Buy
1,723
+81
+5% +$35.1K 0.14% 115
2023
Q4 		$674K Buy
1,642
+117
+8% +$46.1K 0.13% 123
2023
Q3 		$568K Buy
1,525
+194
+15% +$73.8K 0.11% 120
2023
Q2 		$507K Buy
1,331
+120
+10% +$43.8K 0.09% 136
2023
Q1 		$430K Buy
1,211
+142
+13% +$47.6K 0.09% 144
2022
Q4 		$349K Buy
1,069
+253
+31% +$79.3K 0.08% 158
2022
Q3 		$220K Sell
816
-101
-11% -$29K 0.05% 200
2022
Q2 		$264K Buy
917
+57
+7% +$17.8K 0.07% 166
2022
Q1 		$275K Buy
860
+44
+5% +$13.6K 0.06% 177
2021
Q4 		$283K Buy
816
+57
+8% +$18.5K 0.06% 148
2021
Q3 		$223K Buy
+759
New +$231K 0.05% 164
2019
Q2 		– Sell
-189
Closed -$33K – 559
2019
Q1 		$33K Buy
+189
New +$31.4K 0.01% 352

Other funds holding LIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Financial Advisors's LIN Position: Q1 2026 in Review

Legacy Financial Advisors increased its Linde (LIN) stake by 31% in Q1 2026, buying an estimated $284K and bringing the position to 2,523 shares worth $1.25M. The position accounts for 0.17% of the portfolio, ranked #103.

Legacy Financial Advisors first reported a position in LIN in Q1 2019 and has held it in 20 quarters since. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Legacy Financial Advisors held 2,523 shares of Linde worth $1.25M as of Q1 2026.
  • Legacy Financial Advisors bought 602 Linde shares in Q1 2026, an estimated $284K.
  • Linde made up 0.17% of Legacy Financial Advisors's portfolio in Q1 2026, its #103 holding.
  • Legacy Financial Advisors first reported a position in Linde in Q1 2019 and has held it in 20 quarters since.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.