MWM
LIN icon

Mission Wealth Management’s Linde LIN Stock Holding History

Mission 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 		$2.16M Sell
4,356
-71
-2% -$33.5K 0.04% 205
2025
Q4 		$1.89M Sell
4,427
-2,585
-37% -$1.11M 0.04% 219
2025
Q3 		$3.33M Buy
7,012
+4,248
+154% +$2.01M 0.07% 154
2025
Q2 		$1.3M Buy
2,764
+98
+4% +$44.7K 0.03% 280
2025
Q1 		$1.24M Buy
2,666
+222
+9% +$99.9K 0.03% 259
2024
Q4 		$1.02M Buy
2,444
+127
+5% +$57.9K 0.02% 284
2024
Q3 		$1.1M Buy
2,317
+155
+7% +$70.7K 0.03% 270
2024
Q2 		$949K Buy
2,162
+89
+4% +$39.2K 0.03% 279
2024
Q1 		$963K Buy
2,073
+489
+31% +$212K 0.03% 303
2023
Q4 		$651K Sell
1,584
-56
-3% -$22.1K 0.02% 317
2023
Q3 		$611K Buy
1,640
+273
+20% +$104K 0.02% 305
2023
Q2 		$521K Buy
1,367
+10
+0.7% +$3.65K 0.02% 338
2023
Q1 		$482K Buy
1,357
+7
+0.5% +$2.34K 0.02% 346
2022
Q4 		$440K Buy
1,350
+52
+4% +$16.3K 0.02% 346
2022
Q3 		$350K Buy
1,298
+266
+26% +$76.4K 0.02% 362
2022
Q2 		$297K Buy
1,032
+193
+23% +$60.3K 0.02% 393
2022
Q1 		$268K Sell
839
-210
-20% -$64.9K 0.01% 444
2021
Q4 		$363K Buy
1,049
+275
+36% +$89.1K 0.02% 384
2021
Q3 		$227K Buy
+774
New +$235K 0.01% 469

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

Mission Wealth Management's LIN Position: Q1 2026 in Review

Mission Wealth Management reduced its Linde (LIN) stake by 1.6% in Q1 2026, selling an estimated $33.5K and leaving 4,356 shares worth $2.16M. The position accounts for 0.04% of the portfolio, ranked #205.

Mission Wealth Management first reported a position in LIN in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.33M in Q3 2025. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Mission Wealth Management held 4,356 shares of Linde worth $2.16M as of Q1 2026.
  • Mission Wealth Management sold 71 Linde shares in Q1 2026, an estimated $33.5K.
  • Linde made up 0.04% of Mission Wealth Management's portfolio in Q1 2026, its #205 holding.
  • Mission Wealth Management first reported a position in Linde in Q3 2021 and has held it in 19 quarters since.
  • Mission Wealth Management's Linde position peaked at $3.33M in Q3 2025.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.