WMS Partners’s Linde LIN Stock Holding History

WMS Partners’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
2025 Q1	–	Sell	-5,783	Closed	-$2.42M	–	155
2024 Q4	$2.42M	Buy	5,783 +269	+5%	+$123K	0.14%	65
2024 Q3	$2.63M	Buy	+5,514	New	+$2.52M	0.15%	63

Other funds holding LIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WMS Partners's LIN Position: Q1 2025 in Review

WMS Partners sold out of Linde (LIN) in Q1 2025, closing a stake of 5,783 shares — an estimated $2.42M sold.

WMS Partners first reported a position in LIN in Q3 2024 and held it in 2 quarters. The position peaked at $2.63M in Q3 2024. 2,066 funds tracked by Wall St. Rank hold LIN as of Q1 2025.

WMS Partners reported no remaining Linde position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 5,783 Linde shares in Q1 2025, an estimated $2.42M.
WMS Partners first reported a position in Linde in Q3 2024 and held it in 2 quarters.
WMS Partners's Linde position peaked at $2.63M in Q3 2024.
2,066 funds tracked by Wall St. Rank held Linde as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.