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Stone Summit Wealth’s Linde LIN Stock Holding History

Stone Summit Wealth’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 		$4.15M Sell
8,366
-90
-1% -$42.5K 1.15% 28
2025
Q4 		$3.61M Buy
8,456
+345
+4% +$148K 0.98% 34
2025
Q3 		$3.85M Buy
8,111
+90
+1% +$42.6K 1.09% 30
2025
Q2 		$3.76M Buy
8,021
+72
+0.9% +$32.9K 1.17% 28
2025
Q1 		$3.7M Buy
7,949
+113
+1% +$50.9K 1.25% 26
2024
Q4 		$3.28M Sell
7,836
-60
-0.8% -$27.3K 1.1% 29
2024
Q3 		$3.77M Sell
7,896
-87
-1% -$39.7K 1.21% 27
2024
Q2 		$3.5M Sell
7,983
-26
-0.3% -$11.4K 1.26% 24
2024
Q1 		$3.72M Sell
8,009
-215
-3% -$93.1K 1.29% 22
2023
Q4 		$3.38M Sell
8,224
-205
-2% -$80.8K 1.3% 22
2023
Q3 		$3.14M Sell
8,429
-95
-1% -$36.2K 1.35% 18
2023
Q2 		$3.25M Buy
8,524
+160
+2% +$58.4K 1.35% 20
2023
Q1 		$2.97M Buy
8,364
+260
+3% +$87.1K 1.32% 19
2022
Q4 		$2.64M Buy
8,104
+285
+4% +$89.3K 1.3% 20
2022
Q3 		$2.11M Buy
7,819
+255
+3% +$73.2K 1.3% 25
2022
Q2 		$2.17M Buy
7,564
+270
+4% +$84.3K 1.3% 22
2022
Q1 		$2.35M Buy
7,294
+2,441
+50% +$755K 1.32% 20
2021
Q4 		$1.68M Buy
+4,853
New +$1.57M 1.36% 27

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

Stone Summit Wealth's LIN Position: Q1 2026 in Review

Stone Summit Wealth reduced its Linde (LIN) stake by 1.1% in Q1 2026, selling an estimated $42.5K and leaving 8,366 shares worth $4.15M. The position accounts for 1.15% of the portfolio, ranked #28.

Stone Summit Wealth first reported a position in LIN in Q4 2021 and has held it in 18 quarters since. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Stone Summit Wealth held 8,366 shares of Linde worth $4.15M as of Q1 2026.
  • Stone Summit Wealth sold 90 Linde shares in Q1 2026, an estimated $42.5K.
  • Linde made up 1.15% of Stone Summit Wealth's portfolio in Q1 2026, its #28 holding.
  • Stone Summit Wealth first reported a position in Linde in Q4 2021 and has held it in 18 quarters since.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.