WJWM
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Williams Jones Wealth Management’s Linde LIN Stock Holding History

Williams Jones 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 		$2.3M Sell
4,639
-75
-2% -$35.4K 0.03% 184
2025
Q4 		$2.01M Buy
4,714
+291
+7% +$125K 0.02% 191
2025
Q3 		$2.1M Buy
4,423
+20
+0.5% +$9.47K 0.02% 186
2025
Q2 		$2.07M Sell
4,403
-75
-2% -$34.2K 0.02% 186
2025
Q1 		$2.09M Sell
4,478
-377
-8% -$170K 0.03% 181
2024
Q4 		$2.03M Sell
4,855
-459
-9% -$209K 0.02% 186
2024
Q3 		$2.53M Buy
5,314
+23
+0.4% +$10.5K 0.03% 180
2024
Q2 		$2.32M Sell
5,291
-125
-2% -$55K 0.03% 180
2024
Q1 		$2.51M Sell
5,416
-77
-1% -$33.3K 0.03% 175
2023
Q4 		$2.26M Buy
5,493
+118
+2% +$46.5K 0.03% 184
2023
Q3 		$2M Buy
5,375
+66
+1% +$25.1K 0.03% 195
2023
Q2 		$2.02M Hold
5,309
– – 0.03% 196
2023
Q1 		$1.89M Buy
5,309
+23
+0.4% +$7.7K 0.03% 209
2022
Q4 		$1.72M Sell
5,286
-23
-0.4% -$7.21K 0.03% 211
2022
Q3 		$1.43M Sell
5,309
-46
-0.9% -$13.2K 0.02% 232
2022
Q2 		$1.54M Buy
5,355
+3,009
+128% +$940K 0.02% 227
2022
Q1 		$749K Sell
2,346
-788
-25% -$244K 0.01% 299
2021
Q4 		$1.09M Sell
3,134
-31
-1% -$10K 0.01% 252
2021
Q3 		$929K Buy
3,165
+210
+7% +$63.8K 0.01% 257
2021
Q2 		$854K Sell
2,955
-25
-0.8% -$7.29K 0.01% 262
2021
Q1 		$835K Buy
2,980
+3
+0.1% +$778 0.01% 259
2020
Q4 		$784K Buy
2,977
+51
+2% +$12.5K 0.01% 241
2020
Q3 		$697K Buy
2,926
+953
+48% +$231K 0.01% 229
2020
Q2 		$418K Hold
1,973
– – 0.01% 280
2020
Q1 		$341K Sell
1,973
-100
-5% -$19.7K 0.01% 278
2019
Q4 		$441K Sell
2,073
-500
-19% -$101K 0.01% 295
2019
Q3 		$498K Buy
+2,573
New +$498K 0.01% 269

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

Williams Jones Wealth Management's LIN Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Linde (LIN) stake by 1.6% in Q1 2026, selling an estimated $35.4K and leaving 4,639 shares worth $2.3M. The position accounts for 0.03% of the portfolio, ranked #184.

Williams Jones Wealth Management first reported a position in LIN in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.53M in Q3 2024. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Williams Jones Wealth Management held 4,639 shares of Linde worth $2.3M as of Q1 2026.
  • Williams Jones Wealth Management sold 75 Linde shares in Q1 2026, an estimated $35.4K.
  • Linde made up 0.03% of Williams Jones Wealth Management's portfolio in Q1 2026, its #184 holding.
  • Williams Jones Wealth Management first reported a position in Linde in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Linde position peaked at $2.53M in Q3 2024.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.