Lyell Wealth Management
LIN icon

Lyell Wealth Management’s Linde LIN Stock Holding History

Lyell 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
Q3 		$449K Sell
946
-50
-5% -$24.6K 0.03% 175
2026
Q2 		$517K Buy
+996
New +$504K 0.03% 165
2019
Q1 		– Sell
-1,400
Closed -$218K – 123
2018
Q4 		$218K Buy
+1,400
New +$221K 0.09% 103

Other funds holding LIN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Freemont Capital
Freemont Capital Singapore $4.53B AUM 15.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Lyell Wealth Management's LIN Position: Q3 2026 in Review

Lyell Wealth Management reduced its Linde (LIN) stake by 5% in Q3 2026, selling an estimated $24.6K and leaving 946 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #175.

Lyell Wealth Management first reported a position in LIN in Q4 2018 and has held it in 3 quarters since. The position peaked at $517K in Q2 2026. 1,441 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Lyell Wealth Management held 946 shares of Linde worth $449K as of Q3 2026.
  • Lyell Wealth Management sold 50 Linde shares in Q3 2026, an estimated $24.6K.
  • Linde made up 0.03% of Lyell Wealth Management's portfolio in Q3 2026, its #175 holding.
  • Lyell Wealth Management first reported a position in Linde in Q4 2018 and has held it in 3 quarters since.
  • Lyell Wealth Management's Linde position peaked at $517K in Q2 2026.
  • 1,441 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.