LRWM
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Lord & Richards Wealth Management’s Linde LIN Stock Holding History

Lord & Richards Wealth Management’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 		– Sell
-1,209
Closed -$516K – 51
2025
Q4 		$516K Buy
1,209
+247
+26% +$106K 0.44% 46
2025
Q3 		$457K Buy
962
+115
+14% +$54.4K 0.42% 47
2025
Q2 		$397K Buy
847
+211
+33% +$96.3K 0.42% 48
2025
Q1 		$296K Buy
+636
New +$286K 0.34% 58

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

Lord & Richards Wealth Management's LIN Position: Q1 2026 in Review

Lord & Richards Wealth Management sold out of Linde (LIN) in Q1 2026, closing a stake of 1,209 shares — an estimated $516K sold.

Lord & Richards Wealth Management first reported a position in LIN in Q1 2025 and held it in 4 quarters. The position peaked at $516K in Q4 2025. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Lord & Richards Wealth Management reported no remaining Linde position as of Q1 2026 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 1,209 Linde shares in Q1 2026, an estimated $516K.
  • Lord & Richards Wealth Management first reported a position in Linde in Q1 2025 and held it in 4 quarters.
  • Lord & Richards Wealth Management's Linde position peaked at $516K in Q4 2025.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.