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Lockerman Financial Group’s Linde LIN Stock Holding History

Lockerman Financial Group’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
2025
Q4 		– Sell
-597
Closed -$284K – 107
2025
Q3 		$284K Sell
597
-21
-3% -$9.94K 0.36% 94
2025
Q2 		$290K Sell
618
-2
-0.3% -$913 0.39% 89
2025
Q1 		$289K Sell
620
-19
-3% -$8.55K 0.44% 79
2024
Q4 		$268K Sell
639
-3
-0.5% -$1.37K 0.46% 78
2024
Q3 		$306K Buy
642
+51
+9% +$23.3K 0.52% 66
2024
Q2 		$259K Buy
591
+33
+6% +$14.5K 0.47% 78
2024
Q1 		$259K Buy
+558
New +$242K 0.5% 75

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lockerman Financial Group's LIN Position: Q4 2025 in Review

Lockerman Financial Group sold out of Linde (LIN) in Q4 2025, closing a stake of 597 shares — an estimated $284K sold.

Lockerman Financial Group first reported a position in LIN in Q1 2024 and held it in 7 quarters. The position peaked at $306K in Q3 2024. 2,132 funds tracked by Wall St. Rank hold LIN as of Q4 2025.

  • Lockerman Financial Group reported no remaining Linde position as of Q4 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 597 Linde shares in Q4 2025, an estimated $284K.
  • Lockerman Financial Group first reported a position in Linde in Q1 2024 and held it in 7 quarters.
  • Lockerman Financial Group's Linde position peaked at $306K in Q3 2024.
  • 2,132 funds tracked by Wall St. Rank held Linde as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.