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
Q3 		$950K Buy
2,002
+141
+8% +$69.3K 0.41% 69
2026
Q2 		$966K Buy
1,861
+91
+5% +$46.1K 0.43% 70
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Whalen Wealth Management's LIN Position: Q3 2026 in Review

Whalen Wealth Management increased its Linde (LIN) stake by 7.6% in Q3 2026, buying an estimated $69.3K and bringing the position to 2,002 shares worth $950K. The position accounts for 0.41% of the portfolio, ranked #69.

Whalen Wealth Management first reported a position in LIN in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.48M in Q4 2025. 144 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Whalen Wealth Management held 2,002 shares of Linde worth $950K as of Q3 2026.
  • Whalen Wealth Management bought 141 Linde shares in Q3 2026, an estimated $69.3K.
  • Linde made up 0.41% of Whalen Wealth Management's portfolio in Q3 2026, its #69 holding.
  • Whalen Wealth Management first reported a position in Linde in Q2 2025 and has held it in 6 quarters since.
  • Whalen Wealth Management's Linde position peaked at $1.48M in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.