PWPS
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Pinnacle Wealth Planning Services’s Linde LIN Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.43M Buy
2,884
+706
+32% +$333K 0.15% 82
2025
Q4 		$929K Sell
2,178
-759
-26% -$325K 0.1% 109
2025
Q3 		$1.4M Buy
2,937
+392
+15% +$186K 0.16% 79
2025
Q2 		$1.19M Buy
2,545
+144
+6% +$65.7K 0.16% 83
2025
Q1 		$1.12M Buy
2,401
+68
+3% +$30.6K 0.17% 75
2024
Q4 		$977K Sell
2,333
-1,017
-30% -$463K 0.15% 83
2024
Q3 		$1.6M Sell
3,350
-21
-0.6% -$9.58K 0.22% 61
2024
Q2 		$1.48M Sell
3,371
-14
-0.4% -$6.16K 0.21% 66
2024
Q1 		$1.57M Buy
3,385
+1
+0% +$433 0.23% 62
2023
Q4 		$1.39M Buy
3,384
+40
+1% +$15.8K 0.22% 68
2023
Q3 		$1.25M Buy
3,344
+33
+1% +$12.6K 0.21% 71
2023
Q2 		$1.26M Sell
3,311
-73
-2% -$26.7K 0.2% 72
2023
Q1 		$1.2M Buy
3,384
+122
+4% +$40.9K 0.2% 76
2022
Q4 		$1.06M Buy
3,262
+1,521
+87% +$477K 0.19% 79
2022
Q3 		$469K Sell
1,741
-1,057
-38% -$304K 0.09% 151
2022
Q2 		$805K Buy
2,798
+1,008
+56% +$315K 0.14% 102
2022
Q1 		$572K Sell
1,790
-42
-2% -$13K 0.1% 152
2021
Q4 		$634K Buy
1,832
+63
+4% +$20.4K 0.12% 126
2021
Q3 		$519K Sell
1,769
-9
-0.5% -$2.74K 0.11% 132
2021
Q2 		$514K Sell
1,778
-23
-1% -$6.71K 0.12% 134
2021
Q1 		$505K Buy
1,801
+485
+37% +$126K 0.13% 128
2020
Q4 		$347K Sell
1,316
-312
-19% -$76.6K 0.08% 167
2020
Q3 		$388K Sell
1,628
-229
-12% -$55.5K 0.13% 123
2020
Q2 		$393K Sell
1,857
-866
-32% -$167K 0.13% 133
2020
Q1 		$470K Sell
2,723
-139
-5% -$27.4K 0.22% 92
2019
Q4 		$609K Buy
2,862
+596
+26% +$120K 0.29% 76
2019
Q3 		$438K Buy
2,266
+48
+2% +$9.3K 0.24% 86
2019
Q2 		$446K Buy
2,218
+194
+10% +$36.3K 0.27% 73
2019
Q1 		$356K Buy
2,024
+718
+55% +$119K 0.24% 81
2018
Q4 		$204K Buy
+1,306
New +$206K 0.13% 131

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

Pinnacle Wealth Planning Services's LIN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Linde (LIN) stake by 32% in Q1 2026, buying an estimated $333K and bringing the position to 2,884 shares worth $1.43M. The position accounts for 0.15% of the portfolio, ranked #82.

Pinnacle Wealth Planning Services first reported a position in LIN in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.6M in Q3 2024. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,884 shares of Linde worth $1.43M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 706 Linde shares in Q1 2026, an estimated $333K.
  • Linde made up 0.15% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #82 holding.
  • Pinnacle Wealth Planning Services first reported a position in Linde in Q4 2018 and has held it in 30 quarters since.
  • Pinnacle Wealth Planning Services's Linde position peaked at $1.6M in Q3 2024.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.