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
Q2 		$2.98M Buy
5,752
+1,113
+24% +$564K 0.03% 172
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Williams Jones Wealth Management's LIN Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Linde (LIN) stake by 24% in Q2 2026, buying an estimated $564K and bringing the position to 5,752 shares worth $2.98M. The position accounts for 0.03% of the portfolio, ranked #172.

Williams Jones Wealth Management first reported a position in LIN in Q3 2019 and has held it in 28 quarters since. 2,348 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Williams Jones Wealth Management held 5,752 shares of Linde worth $2.98M as of Q2 2026.
  • Williams Jones Wealth Management bought 1,113 Linde shares in Q2 2026, an estimated $564K.
  • Linde made up 0.03% of Williams Jones Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Williams Jones Wealth Management first reported a position in Linde in Q3 2019 and has held it in 28 quarters since.
  • 2,348 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.