PWM
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Palumbo Wealth Management’s Linde LIN Stock Holding History

Palumbo 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 		$557K Sell
1,073
-6
-0.6% -$3.04K 0.12% 134
2026
Q1 		$535K Buy
1,079
+157
+17% +$74.1K 0.13% 119
2025
Q4 		$393K Sell
922
-99
-10% -$42.4K 0.1% 147
2025
Q3 		$412K Buy
1,021
+24
+2% +$11.4K 0.13% 108
2025
Q2 		$468K Buy
997
+171
+21% +$78.1K 0.14% 109
2025
Q1 		$384K Buy
826
+136
+20% +$61.2K 0.13% 112
2024
Q4 		$289K Buy
690
+2
+0.3% +$911 0.11% 124
2024
Q3 		$328K Buy
688
+1
+0.1% +$456 0.13% 111
2024
Q2 		$301K Buy
687
+2
+0.3% +$880 0.13% 103
2024
Q1 		$318K Buy
685
+1
+0.1% +$433 0.14% 100
2023
Q4 		$281K Sell
684
-9
-1% -$3.55K 0.14% 102
2023
Q3 		$258K Sell
693
-46
-6% -$17.5K 0.14% 98
2023
Q2 		$281K Buy
739
+2
+0.3% +$730 0.17% 86
2023
Q1 		$259K Buy
737
+3
+0.4% +$1K 0.17% 77
2022
Q4 		$240K Buy
+734
New +$230K 0.19% 75
2022
Q3 		– Sell
-731
Closed -$210K – 79
2022
Q2 		$210K Sell
731
-65
-8% -$20.3K 0.17% 77
2022
Q1 		$254K Buy
796
+3
+0.4% +$928 0.16% 80
2021
Q4 		$275K Buy
793
+1
+0.1% +$324 0.17% 82
2021
Q3 		$232K Sell
792
-66
-8% -$20.1K 0.15% 85
2021
Q2 		$248K Sell
858
-113
-12% -$32.9K 0.17% 88
2021
Q1 		$272K Buy
971
+3
+0.3% +$778 0.21% 85
2020
Q4 		$255K Buy
+968
New +$238K 0.21% 79

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

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

Palumbo Wealth Management reduced its Linde (LIN) stake by 0.56% in Q2 2026, selling an estimated $3.04K and leaving 1,073 shares worth $557K. The position accounts for 0.12% of the portfolio, ranked #134.

Palumbo Wealth Management first reported a position in LIN in Q4 2020 and has held it in 22 quarters since. 2,333 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Palumbo Wealth Management held 1,073 shares of Linde worth $557K as of Q2 2026.
  • Palumbo Wealth Management sold 6 Linde shares in Q2 2026, an estimated $3.04K.
  • Linde made up 0.12% of Palumbo Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Palumbo Wealth Management first reported a position in Linde in Q4 2020 and has held it in 22 quarters since.
  • 2,333 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.