SSWM
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Smith Salley Wealth Management’s Linde LIN Stock Holding History

Smith Salley 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 		$28.4M Buy
54,640
+2
+0% +$1.01K 1.23% 26
2026
Q1 		$27.1M Buy
54,638
+1,906
+4% +$899K 1.36% 20
2025
Q4 		$22.5M Sell
52,732
-661
-1% -$283K 1.11% 27
2025
Q3 		$25.4M Buy
53,393
+1,866
+4% +$883K 1.31% 22
2025
Q2 		$24.2M Buy
51,527
+1,777
+4% +$811K 1.4% 19
2025
Q1 		$23.2M Buy
49,750
+3,407
+7% +$1.53M 1.52% 19
2024
Q4 		$19.4M Buy
46,343
+382
+0.8% +$174K 1.25% 25
2024
Q3 		$21.9M Buy
45,961
+1,200
+3% +$548K 1.43% 21
2024
Q2 		$19.6M Buy
44,761
+4,885
+12% +$2.15M 1.41% 23
2024
Q1 		$18.5M Sell
39,876
-12,281
-24% -$5.32M 1.44% 21
2023
Q4 		$21.4M Buy
52,157
+1,858
+4% +$733K 1.38% 23
2023
Q3 		$18.7M Buy
50,299
+2,500
+5% +$951K 1.39% 24
2023
Q2 		$18.2M Buy
47,799
+69
+0.1% +$25.2K 1.34% 26
2023
Q1 		$17M Buy
47,730
+706
+2% +$236K 1.35% 26
2022
Q4 		$15.3M Buy
47,024
+86
+0.2% +$27K 1.31% 26
2022
Q3 		$12.7M Buy
46,938
+324
+0.7% +$93.1K 1.18% 31
2022
Q2 		$13.4M Buy
46,614
+1,795
+4% +$561K 1.16% 33
2022
Q1 		$14.3M Buy
44,819
+490
+1% +$151K 1.08% 35
2021
Q4 		$15.4M Buy
44,329
+570
+1% +$185K 1.09% 35
2021
Q3 		$12.8M Buy
43,759
+651
+2% +$198K 1.01% 38
2021
Q2 		$12.5M Buy
43,108
+696
+2% +$203K 1.01% 38
2021
Q1 		$11.9M Buy
42,412
+1,272
+3% +$330K 1.07% 38
2020
Q4 		$10.8M Buy
41,140
+1,873
+5% +$460K 1.1% 36
2020
Q3 		$9.35M Buy
39,267
+1,445
+4% +$350K 1.13% 35
2020
Q2 		$8.02M Buy
37,822
+10,381
+38% +$2M 1.07% 36
2020
Q1 		$4.75M Buy
+27,441
New +$5.42M 0.79% 41

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

Smith Salley Wealth Management's LIN Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Linde (LIN) stake by 0% in Q2 2026, buying an estimated $1.01K and bringing the position to 54,640 shares worth $28.4M. The position accounts for 1.23% of the portfolio, ranked #26.

Smith Salley Wealth Management first reported a position in LIN in Q1 2020 and has held it in 26 quarters since. 2,341 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Smith Salley Wealth Management held 54,640 shares of Linde worth $28.4M as of Q2 2026.
  • Smith Salley Wealth Management bought 2 Linde shares in Q2 2026, an estimated $1.01K.
  • Linde made up 1.23% of Smith Salley Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Smith Salley Wealth Management first reported a position in Linde in Q1 2020 and has held it in 26 quarters since.
  • 2,341 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.