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Summit Securities Group’s Linde LIN Stock Holding History

Summit Securities Group’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 		– Sell
-7,403
Closed -$3.16M – 1238
2025
Q4 		$3.16M Buy
7,403
+7,250
+4,739% +$3.11M 0.41% 50
2025
Q3 		$72.7K Buy
+153
New +$72.4K 0.02% 466
2025
Q1 		– Sell
-575
Closed -$241K – 972
2024
Q4 		$241K Buy
+575
New +$262K 0.05% 177
2024
Q3 		– Sell
-64
Closed -$28K – 732
2024
Q2 		$28K Buy
+64
New +$28.2K 0.01% 350
2024
Q1 		– Sell
-1
Closed – – 717
2023
Q4 		$0 Buy
+1
New +$394 ﹤0.01% 800
2023
Q3 		– Sell
-640
Closed -$244K – 822
2023
Q2 		$244K Sell
640
-328
-34% -$120K 0.03% 196
2023
Q1 		$344K Sell
968
-3,050
-76% -$1.02M 0.03% 167
2022
Q4 		$1.31M Buy
4,018
+1,418
+55% +$444K 0.05% 153
2022
Q3 		$701K Sell
2,600
-1,052
-29% -$302K 0.05% 202
2022
Q2 		$1.05M Sell
3,652
-2,658
-42% -$830K 0.13% 121
2022
Q1 		$2.02M Sell
6,310
-344
-5% -$106K 0.23% 88
2021
Q4 		$2.31M Buy
6,654
+554
+9% +$179K 0.11% 146
2021
Q3 		$1.79M Buy
6,100
+4,177
+217% +$1.27M 0.14% 169
2021
Q2 		$556K Buy
+1,923
New +$561K 0.05% 358
2021
Q1 		– Sell
-18,900
Closed -$4.98M – 683
2020
Q4 		$4.98M Buy
+18,900
New +$4.64M 0.42% 60
2020
Q1 		– Sell
-1,900
Closed -$405K – 390
2019
Q4 		$405K Buy
+1,900
New +$383K 0.03% 306

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 Securities Group's LIN Position: Q1 2026 in Review

Summit Securities Group sold out of Linde (LIN) in Q1 2026, closing a stake of 7,403 shares — an estimated $3.16M sold.

Summit Securities Group first reported a position in LIN in Q4 2019 and held it in 16 quarters. The position peaked at $4.98M in Q4 2020. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Summit Securities Group reported no remaining Linde position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 7,403 Linde shares in Q1 2026, an estimated $3.16M.
  • Summit Securities Group first reported a position in Linde in Q4 2019 and held it in 16 quarters.
  • Summit Securities Group's Linde position peaked at $4.98M in Q4 2020.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.