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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
Q2 		$4.39M Buy
8,464
+55
+0.7% +$27.9K 0.05% 382
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 $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

Summit Financial's LIN Position: Q2 2026 in Review

Summit Financial increased its Linde (LIN) stake by 0.65% in Q2 2026, buying an estimated $27.9K and bringing the position to 8,464 shares worth $4.39M. The position accounts for 0.05% of the portfolio, ranked #382.

Summit Financial first reported a position in LIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.44M in Q3 2025. 2,345 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Summit Financial held 8,464 shares of Linde worth $4.39M as of Q2 2026.
  • Summit Financial bought 55 Linde shares in Q2 2026, an estimated $27.9K.
  • Linde made up 0.05% of Summit Financial's portfolio in Q2 2026, its #382 holding.
  • Summit Financial first reported a position in Linde in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's Linde position peaked at $4.44M in Q3 2025.
  • 2,345 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.