PWP
LIN icon

Phillips Wealth Planners’s Linde LIN Stock Holding History

Phillips Wealth Planners’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 		$602K Buy
1,194
+601
+101% +$284K 0.45% 67
2025
Q4 		$261K Buy
+593
New +$254K 0.21% 163

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

Phillips Wealth Planners's LIN Position: Q1 2026 in Review

Phillips Wealth Planners increased its Linde (LIN) stake by 101% in Q1 2026, buying an estimated $284K and bringing the position to 1,194 shares worth $602K. The position accounts for 0.45% of the portfolio, ranked #67.

Phillips Wealth Planners first reported a position in LIN in Q4 2025 and has held it in 2 quarters since. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Phillips Wealth Planners held 1,194 shares of Linde worth $602K as of Q1 2026.
  • Phillips Wealth Planners bought 601 Linde shares in Q1 2026, an estimated $284K.
  • Linde made up 0.45% of Phillips Wealth Planners's portfolio in Q1 2026, its #67 holding.
  • Phillips Wealth Planners first reported a position in Linde in Q4 2025 and has held it in 2 quarters since.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.