Walter & Keenan Wealth Management’s Linde LIN Stock Holding History

Walter & Keenan 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
2025 Q4	–	Sell	-422	Closed	-$200K	–	156
2025 Q3	$200K	Sell	422 -109	-21%	-$51.6K	0.06%	153
2025 Q2	$249K	Buy	+531	New	+$242K	0.07%	139
2020 Q1	–	Sell	-1,650	Closed	-$351K	–	155
2019 Q4	$351K	Sell	1,650 -1,645	-50%	-$331K	0.14%	115
2019 Q3	$638K	Buy	3,295 +1,645	+100%	+$319K	0.24%	85
2019 Q2	$331K	Sell	1,650 -154	-9%	-$28.8K	0.15%	111
2019 Q1	$317K	Hold	1,804	–	–	0.14%	119
2018 Q4	$281K	Buy	+1,804	New	+$285K	0.13%	121

Other funds holding LIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Walter & Keenan Wealth Management's LIN Position: Q4 2025 in Review

Walter & Keenan Wealth Management sold out of Linde (LIN) in Q4 2025, closing a stake of 422 shares — an estimated $200K sold.

Walter & Keenan Wealth Management first reported a position in LIN in Q4 2018 and held it in 7 quarters. The position peaked at $638K in Q3 2019. 2,126 funds tracked by Wall St. Rank hold LIN as of Q4 2025.

Walter & Keenan Wealth Management reported no remaining Linde position as of Q4 2025 after selling out during the quarter.
Walter & Keenan Wealth Management sold 422 Linde shares in Q4 2025, an estimated $200K.
Walter & Keenan Wealth Management first reported a position in Linde in Q4 2018 and held it in 7 quarters.
Walter & Keenan Wealth Management's Linde position peaked at $638K in Q3 2019.
2,126 funds tracked by Wall St. Rank held Linde as of Q4 2025.

Based on Walter & Keenan Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.