LWM
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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
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

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

Lyell Wealth Management's LIN Position: Q2 2026 in Review

Lyell Wealth Management opened a new position in Linde (LIN) in Q2 2026: 996 shares worth $517K. The stake represents 0.03% of the portfolio and ranks #165 among its holdings. This is a return to the name: Lyell Wealth Management previously reported a position in LIN as recently as Q4 2018.

Lyell Wealth Management first reported a position in LIN in Q4 2018 and has held it in 2 quarters since. 2,345 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Lyell Wealth Management held 996 shares of Linde worth $517K as of Q2 2026.
  • Linde was a new Lyell Wealth Management position in Q2 2026.
  • Linde made up 0.03% of Lyell Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Lyell Wealth Management first reported a position in Linde in Q4 2018 and has held it in 2 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.