PBMares Wealth Management’s Linde LIN Stock Holding History

PBMares 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
2025 Q3	$210K	Hold	442	–	–	0.03%	189
2025 Q2	$207K	Sell	442 -26	-6%	-$11.9K	0.04%	179
2025 Q1	$218K	Buy	+468	New	+$211K	0.04%	181
2024 Q4	–	Sell	-466	Closed	-$222K	–	200
2024 Q3	$222K	Hold	466	–	–	0.05%	179
2024 Q2	$204K	Buy	466 +6	+1%	+$2.64K	0.05%	175
2024 Q1	$214K	Buy	+460	New	+$199K	0.06%	170
2022 Q2	–	Sell	-628	Closed	-$201K	–	162
2022 Q1	$201K	Hold	628	–	–	0.12%	148
2021 Q4	$218K	Buy	+628	New	+$203K	0.09%	146

Other funds holding LIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PBMares Wealth Management's LIN Position: Q3 2025 in Review

PBMares Wealth Management held its Linde (LIN) position steady in Q3 2025 at 442 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #189.

PBMares Wealth Management first reported a position in LIN in Q4 2021 and has held it in 8 quarters since. The position peaked at $222K in Q3 2024. 2,114 funds tracked by Wall St. Rank hold LIN as of Q3 2025.

PBMares Wealth Management held 442 shares of Linde worth $210K as of Q3 2025.
PBMares Wealth Management left its Linde share count unchanged in Q3 2025.
Linde made up 0.03% of PBMares Wealth Management's portfolio in Q3 2025, its #189 holding.
PBMares Wealth Management first reported a position in Linde in Q4 2021 and has held it in 8 quarters since.
PBMares Wealth Management's Linde position peaked at $222K in Q3 2024.
2,114 funds tracked by Wall St. Rank held Linde as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.