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Marcum Wealth’s Linde LIN Stock Holding History

Marcum Wealth’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
Q1 		$554K Sell
1,189
-81
-6% -$36.5K 0.05% 178
2024
Q4 		$532K Sell
1,270
-52
-4% -$23.7K 0.05% 188
2024
Q3 		$630K Buy
1,322
+11
+0.8% +$5.02K 0.06% 159
2024
Q2 		$575K Buy
1,311
+8
+0.6% +$3.52K 0.06% 167
2024
Q1 		$605K Buy
1,303
+12
+0.9% +$5.2K 0.06% 165
2023
Q4 		$530K Sell
1,291
-87
-6% -$34.3K 0.06% 177
2023
Q3 		$513K Sell
1,378
-77
-5% -$29.3K 0.06% 167
2023
Q2 		$554K Sell
1,455
-68
-4% -$24.8K 0.07% 157
2023
Q1 		$541K Buy
1,523
+66
+5% +$22.1K 0.07% 162
2022
Q4 		$475K Sell
1,457
-213
-13% -$66.8K 0.06% 175
2022
Q3 		$450K Buy
1,670
+277
+20% +$79.6K 0.07% 169
2022
Q2 		$401K Buy
1,393
+18
+1% +$5.62K 0.06% 190
2022
Q1 		$439K Buy
1,375
+62
+5% +$19.2K 0.06% 179
2021
Q4 		$455K Buy
1,313
+10
+0.8% +$3.24K 0.06% 185
2021
Q3 		$386K Buy
1,303
+39
+3% +$11.9K 0.06% 195
2021
Q2 		$365K Buy
1,264
+184
+17% +$53.6K 0.06% 191
2021
Q1 		$303K Buy
+1,080
New +$280K 0.05% 219

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marcum Wealth's LIN Position: Q1 2025 in Review

Marcum Wealth reduced its Linde (LIN) stake by 6.4% in Q1 2025, selling an estimated $36.5K and leaving 1,189 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #178.

Marcum Wealth first reported a position in LIN in Q1 2021 and has held it in 17 quarters since. The position peaked at $630K in Q3 2024. 2,063 funds tracked by Wall St. Rank hold LIN as of Q1 2025.

  • Marcum Wealth held 1,189 shares of Linde worth $554K as of Q1 2025.
  • Marcum Wealth sold 81 Linde shares in Q1 2025, an estimated $36.5K.
  • Linde made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #178 holding.
  • Marcum Wealth first reported a position in Linde in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Linde position peaked at $630K in Q3 2024.
  • 2,063 funds tracked by Wall St. Rank held Linde as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.