TWM
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Tradition Wealth Management’s Linde LIN Stock Holding History

Tradition 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 		$359K Buy
724
+34
+5% +$16K 0.03% 353
2025
Q4 		$294K Buy
690
+4
+0.6% +$1.71K 0.02% 382
2025
Q3 		$326K Buy
686
+17
+3% +$8.05K 0.02% 353
2025
Q2 		$314K Buy
669
+19
+3% +$8.67K 0.03% 343
2025
Q1 		$303K Buy
650
+16
+3% +$7.2K 0.03% 328
2024
Q4 		$265K Sell
634
-4
-0.6% -$1.82K 0.02% 342
2024
Q3 		$304K Buy
638
+8
+1% +$3.65K 0.03% 318
2024
Q2 		$277K Buy
630
+5
+0.8% +$2.2K 0.03% 325
2024
Q1 		$290K Buy
625
+62
+11% +$26.8K 0.03% 303
2023
Q4 		$231K Sell
563
-10
-2% -$3.94K 0.02% 307
2023
Q3 		$213K Hold
573
– – 0.03% 295
2023
Q2 		$218K Buy
573
+15
+3% +$5.48K 0.03% 297
2023
Q1 		$198K Buy
558
+37
+7% +$12.4K 0.02% 301
2022
Q4 		$170K Buy
521
+8
+2% +$2.51K 0.02% 286
2022
Q3 		$138K Buy
513
+374
+269% +$107K 0.02% 311
2022
Q2 		$40K Hold
139
– – 0.01% 499
2022
Q1 		$44K Sell
139
-1
-0.7% -$309 0.01% 542
2021
Q4 		$49K Buy
140
+1
+0.7% +$324 0.01% 527
2021
Q3 		$41K Sell
139
-4
-3% -$1.22K 0.01% 554
2021
Q2 		$41K Buy
+143
New +$41.7K 0.01% 580

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

Tradition Wealth Management's LIN Position: Q1 2026 in Review

Tradition Wealth Management increased its Linde (LIN) stake by 4.9% in Q1 2026, buying an estimated $16K and bringing the position to 724 shares worth $359K. The position accounts for 0.03% of the portfolio, ranked #353.

Tradition Wealth Management first reported a position in LIN in Q2 2021 and has held it in 20 quarters since. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Tradition Wealth Management held 724 shares of Linde worth $359K as of Q1 2026.
  • Tradition Wealth Management bought 34 Linde shares in Q1 2026, an estimated $16K.
  • Linde made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #353 holding.
  • Tradition Wealth Management first reported a position in Linde in Q2 2021 and has held it in 20 quarters since.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.