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Summit Financial’s Linde LIN Stock Holding History

Summit Financial’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 		$4.17M Sell
8,409
-345
-4% -$163K 0.05% 361
2025
Q4 		$3.73M Sell
8,754
-588
-6% -$252K 0.05% 326
2025
Q3 		$4.44M Buy
9,342
+303
+3% +$143K 0.07% 285
2025
Q2 		$4.24M Buy
9,039
+396
+5% +$181K 0.1% 181
2025
Q1 		$4.02M Buy
8,643
+467
+6% +$210K 0.11% 158
2024
Q4 		$3.42M Buy
8,176
+47
+0.6% +$21.4K 0.12% 144
2024
Q3 		$3.88M Buy
8,129
+322
+4% +$147K 0.15% 111
2024
Q2 		$3.43M Buy
7,807
+3,597
+85% +$1.58M 0.16% 105
2024
Q1 		$1.95M Sell
4,210
-196
-4% -$84.9K 0.12% 106
2023
Q4 		$1.81M Buy
4,406
+7
+0.2% +$2.76K 0.12% 112
2023
Q3 		$1.64M Sell
4,399
-117
-3% -$44.5K 0.12% 113
2023
Q2 		$1.72M Buy
4,516
+8
+0.2% +$2.92K 0.13% 101
2023
Q1 		$1.6M Buy
4,508
+19
+0.4% +$6.36K 0.14% 78
2022
Q4 		$1.46M Sell
4,489
-19
-0.4% -$5.96K 0.14% 81
2022
Q3 		$1.22M Sell
4,508
-1,377
-23% -$395K 0.12% 85
2022
Q2 		$1.69M Sell
5,885
-5
-0.1% -$1.56K 0.16% 64
2022
Q1 		$1.88M Buy
5,890
+658
+13% +$203K 0.15% 67
2021
Q4 		$1.81M Buy
5,232
+986
+23% +$319K 0.14% 68
2021
Q3 		$1.25M Buy
4,246
+1,021
+32% +$310K 0.11% 72
2021
Q2 		$932K Buy
+3,225
New +$940K 0.09% 53

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

Summit Financial's LIN Position: Q1 2026 in Review

Summit Financial reduced its Linde (LIN) stake by 3.9% in Q1 2026, selling an estimated $163K and leaving 8,409 shares worth $4.17M. The position accounts for 0.05% of the portfolio, ranked #361.

Summit Financial first reported a position in LIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.44M in Q3 2025. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Summit Financial held 8,409 shares of Linde worth $4.17M as of Q1 2026.
  • Summit Financial sold 345 Linde shares in Q1 2026, an estimated $163K.
  • Linde made up 0.05% of Summit Financial's portfolio in Q1 2026, its #361 holding.
  • Summit Financial first reported a position in Linde in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's Linde position peaked at $4.44M in Q3 2025.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.