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
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 $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

Smith Salley Wealth Management's LIN Position: Q1 2026 in Review

Smith Salley Wealth Management increased its Linde (LIN) stake by 3.6% in Q1 2026, buying an estimated $899K and bringing the position to 54,638 shares worth $27.1M. The position accounts for 1.36% of the portfolio, ranked #20.

Smith Salley Wealth Management first reported a position in LIN in Q1 2020 and has held it in 25 quarters since. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Smith Salley Wealth Management held 54,638 shares of Linde worth $27.1M as of Q1 2026.
  • Smith Salley Wealth Management bought 1,906 Linde shares in Q1 2026, an estimated $899K.
  • Linde made up 1.36% of Smith Salley Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Smith Salley Wealth Management first reported a position in Linde in Q1 2020 and has held it in 25 quarters since.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.