Wilkinson Global Asset Management’s Linde LIN Stock Holding History

Wilkinson Global Asset 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	$54.1M	Sell	109,058 -8,589	-7%	-$4.05M	4.12%	13
2025 Q4	$50.2M	Buy	117,647 +713	+0.6%	+$305K	3.43%	14
2025 Q3	$55.5M	Buy	116,934 +5,645	+5%	+$2.67M	3.49%	11
2025 Q2	$52.2M	Sell	111,289 -9,250	-8%	-$4.22M	3.28%	16
2025 Q1	$56.1M	Buy	120,539 +470	+0.4%	+$212K	3.51%	13
2024 Q4	$50.3M	Sell	120,069 -1,102	-0.9%	-$502K	3.09%	16
2024 Q3	$57.8M	Sell	121,171 -2,900	-2%	-$1.32M	3.48%	11
2024 Q2	$54.4M	Buy	124,071 +12,775	+11%	+$5.62M	3.41%	11
2024 Q1	$51.7M	Buy	111,296 +69,218	+164%	+$30M	3.25%	14
2023 Q4	$17.3M	Buy	42,078 +275	+0.7%	+$108K	1.19%	26
2023 Q3	$15.6M	Buy	41,803 +37,798	+944%	+$14.4M	1.19%	25
2023 Q2	$1.53M	Buy	4,005 +2,505	+167%	+$915K	0.12%	36
2023 Q1	$533K	Hold	1,500	–	–	0.04%	56
2022 Q4	$489K	Hold	1,500	–	–	0.04%	58
2022 Q3	$404K	Hold	1,500	–	–	0.04%	62
2022 Q2	$431K	Hold	1,500	–	–	0.04%	60
2022 Q1	$479K	Hold	1,500	–	–	0.03%	62
2021 Q4	$520K	Hold	1,500	–	–	0.03%	64
2021 Q3	$440K	Hold	1,500	–	–	0.03%	67
2021 Q2	$434K	Hold	1,500	–	–	0.03%	69
2021 Q1	$420K	Buy	+1,500	New	+$389K	0.03%	70

Other funds holding LIN

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wilkinson Global Asset Management's LIN Position: Q1 2026 in Review

Wilkinson Global Asset Management reduced its Linde (LIN) stake by 7.3% in Q1 2026, selling an estimated $4.05M and leaving 109,058 shares worth $54.1M. The position accounts for 4.12% of the portfolio, ranked #13.

Wilkinson Global Asset Management first reported a position in LIN in Q1 2021 and has held it in 21 quarters since. The position peaked at $57.8M in Q3 2024. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

Wilkinson Global Asset Management held 109,058 shares of Linde worth $54.1M as of Q1 2026.
Wilkinson Global Asset Management sold 8,589 Linde shares in Q1 2026, an estimated $4.05M.
Linde made up 4.12% of Wilkinson Global Asset Management's portfolio in Q1 2026, its #13 holding.
Wilkinson Global Asset Management first reported a position in Linde in Q1 2021 and has held it in 21 quarters since.
Wilkinson Global Asset Management's Linde position peaked at $57.8M in Q3 2024.
2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2026, filed 13 May 2026.