WWM
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Whalen Wealth Management’s Linde LIN Stock Holding History

Whalen 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 		$877K Sell
1,770
-1,705
-49% -$804K 0.47% 54
2025
Q4 		$1.48M Buy
3,475
+2,268
+188% +$972K 0.8% 27
2025
Q3 		$573K Buy
1,207
+400
+50% +$189K 0.33% 67
2025
Q2 		$379K Buy
+807
New +$368K 0.24% 119

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

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

Whalen Wealth Management reduced its Linde (LIN) stake by 49% in Q1 2026, selling an estimated $804K and leaving 1,770 shares worth $877K. The position accounts for 0.47% of the portfolio, ranked #54.

Whalen Wealth Management first reported a position in LIN in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.48M in Q4 2025. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Whalen Wealth Management held 1,770 shares of Linde worth $877K as of Q1 2026.
  • Whalen Wealth Management sold 1,705 Linde shares in Q1 2026, an estimated $804K.
  • Linde made up 0.47% of Whalen Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Whalen Wealth Management first reported a position in Linde in Q2 2025 and has held it in 4 quarters since.
  • Whalen Wealth Management's Linde position peaked at $1.48M in Q4 2025.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.