R.M. Davis Inc’s Linde LIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $73.6M | Buy |
148,509
+2,647
| +2% | +$1.25M | 1.31% | 20 |
|
|
2025
Q4 | $62.2M | Sell |
145,862
-81
| -0.1% | -$34.7K | 1.07% | 27 |
|
|
2025
Q3 | $69.3M | Sell |
145,943
-2,151
| -1% | -$1.02M | 1.21% | 22 |
|
|
2025
Q2 | $69.5M | Sell |
148,094
-1,934
| -1% | -$883K | 1.29% | 21 |
|
|
2025
Q1 | $69.9M | Sell |
150,028
-2,496
| -2% | -$1.12M | 1.4% | 21 |
|
|
2024
Q4 | $63.9M | Sell |
152,524
-1,864
| -1% | -$849K | 1.25% | 25 |
|
|
2024
Q3 | $73.6M | Sell |
154,388
-2,109
| -1% | -$962K | 1.42% | 19 |
|
|
2024
Q2 | $68.7M | Sell |
156,497
-3,725
| -2% | -$1.64M | 1.39% | 22 |
|
|
2024
Q1 | $74.4M | Sell |
160,222
-6,511
| -4% | -$2.82M | 1.56% | 17 |
|
|
2023
Q4 | $68.5M | Sell |
166,733
-4,954
| -3% | -$1.95M | 1.58% | 18 |
|
|
2023
Q3 | $63.9M | Sell |
171,687
-4,197
| -2% | -$1.6M | 1.6% | 17 |
|
|
2023
Q2 | $67M | Sell |
175,884
-3,370
| -2% | -$1.23M | 1.61% | 16 |
|
|
2023
Q1 | $63.7M | Sell |
179,254
-1,834
| -1% | -$614K | 1.62% | 15 |
|
|
2022
Q4 | $59.1M | Sell |
181,088
-895
| -0.5% | -$281K | 1.59% | 20 |
|
|
2022
Q3 | $49.1M | Sell |
181,983
-853
| -0.5% | -$245K | 1.42% | 23 |
|
|
2022
Q2 | $52.6M | Sell |
182,836
-1,684
| -0.9% | -$526K | 1.47% | 21 |
|
|
2022
Q1 | $58.9M | Sell |
184,520
-3,248
| -2% | -$1M | 1.4% | 23 |
|
|
2021
Q4 | $65M | Sell |
187,768
-1,868
| -1% | -$605K | 1.45% | 20 |
|
|
2021
Q3 | $55.6M | Sell |
189,636
-4,212
| -2% | -$1.28M | 1.38% | 24 |
|
|
2021
Q2 | $56M | Buy |
193,848
+959
| +0.5% | +$280K | 1.41% | 24 |
|
|
2021
Q1 | $54M | Buy |
192,889
+4,576
| +2% | +$1.19M | 1.48% | 21 |
|
|
2020
Q4 | $49.6M | Buy |
188,313
+274
| +0.1% | +$67.2K | 1.42% | 26 |
|
|
2020
Q3 | $44.8M | Sell |
188,039
-2,608
| -1% | -$632K | 1.46% | 24 |
|
|
2020
Q2 | $40.4M | Sell |
190,647
-4,847
| -2% | -$936K | 1.44% | 24 |
|
|
2020
Q1 | $33.8M | Sell |
195,494
-617
| -0.3% | -$122K | 1.41% | 24 |
|
|
2019
Q4 | $41.8M | Buy |
196,111
+4,022
| +2% | +$810K | 1.37% | 27 |
|
|
2019
Q3 | $37.2M | Buy |
192,089
+2,907
| +2% | +$563K | 1.31% | 33 |
|
|
2019
Q2 | $38M | Buy |
189,182
+5,127
| +3% | +$959K | 1.35% | 30 |
|
|
2019
Q1 | $32.4M | Buy |
184,055
+17,662
| +11% | +$2.93M | 1.21% | 34 |
|
|
2018
Q4 | $26M | Buy |
+166,393
| New | +$26.3M | 1.06% | 38 |
|
Other funds holding LIN
VCM
VPM
R.M. Davis Inc's LIN Position: Q1 2026 in Review
R.M. Davis Inc increased its Linde (LIN) stake by 1.8% in Q1 2026, buying an estimated $1.25M and bringing the position to 148,509 shares worth $73.6M. The position accounts for 1.31% of the portfolio, ranked #20.
R.M. Davis Inc first reported a position in LIN in Q4 2018 and has held it in 30 quarters since. The position peaked at $74.4M in Q1 2024. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.
- R.M. Davis Inc held 148,509 shares of Linde worth $73.6M as of Q1 2026.
- R.M. Davis Inc bought 2,647 Linde shares in Q1 2026, an estimated $1.25M.
- Linde made up 1.31% of R.M. Davis Inc's portfolio in Q1 2026, its #20 holding.
- R.M. Davis Inc first reported a position in Linde in Q4 2018 and has held it in 30 quarters since.
- R.M. Davis Inc's Linde position peaked at $74.4M in Q1 2024.
- 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.
Based on R.M. Davis Inc's 13F filing for Q1 2026, filed 13 May 2026.