LFS
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Legacy Financial Strategies’s Linde LIN Stock Holding History

Legacy Financial Strategies’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 		$3.31M Sell
6,369
-300
-4% -$152K 0.51% 25
2026
Q1 		$3.31M Sell
6,669
-173
-3% -$81.6K 0.6% 25
2025
Q4 		$2.92M Sell
6,842
-776
-10% -$332K 0.52% 34
2025
Q3 		$3.62M Buy
7,618
+73
+1% +$34.6K 0.65% 26
2025
Q2 		$3.54M Buy
7,545
+127
+2% +$58K 0.69% 25
2025
Q1 		$3.45M Buy
7,418
+87
+1% +$39.2K 0.75% 26
2024
Q4 		$3.04M Sell
7,331
-107
-1% -$48.8K 0.65% 30
2024
Q3 		$3.55M Hold
7,438
– – 0.78% 27
2024
Q2 		$3.22M Buy
7,438
+662
+10% +$291K 0.77% 24
2024
Q1 		$3.15M Buy
6,776
+317
+5% +$137K 0.81% 22
2023
Q4 		$2.65M Buy
6,459
+2
+0% +$789 0.76% 29
2023
Q3 		$2.53M Buy
+6,457
New +$2.46M 0.81% 26
2023
Q1 		– Sell
-6,941
Closed -$2.26M – 75
2022
Q4 		$2.26M Buy
6,941
+184
+3% +$57.7K 0.94% 18
2022
Q3 		$1.82M Buy
6,757
+364
+6% +$105K 0.85% 19
2022
Q2 		$1.84M Buy
+6,393
New +$2M 0.91% 19

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

Legacy Financial Strategies's LIN Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Linde (LIN) stake by 4.5% in Q2 2026, selling an estimated $152K and leaving 6,369 shares worth $3.31M. The position accounts for 0.51% of the portfolio, ranked #25.

Legacy Financial Strategies first reported a position in LIN in Q2 2022 and has held it in 15 quarters since. The position peaked at $3.62M in Q3 2025. 2,337 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Legacy Financial Strategies held 6,369 shares of Linde worth $3.31M as of Q2 2026.
  • Legacy Financial Strategies sold 300 Linde shares in Q2 2026, an estimated $152K.
  • Linde made up 0.51% of Legacy Financial Strategies's portfolio in Q2 2026, its #25 holding.
  • Legacy Financial Strategies first reported a position in Linde in Q2 2022 and has held it in 15 quarters since.
  • Legacy Financial Strategies's Linde position peaked at $3.62M in Q3 2025.
  • 2,337 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.