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Xcel Wealth Management’s Linde LIN Stock Holding History

Xcel 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 		– Sell
-481
Closed -$205K – 140
2025
Q4 		$205K Hold
481
– – 0.05% 141
2025
Q3 		$228K Buy
481
+2
+0.4% +$947 0.06% 132
2025
Q2 		$225K Buy
479
+5
+1% +$2.28K 0.06% 128
2025
Q1 		$221K Buy
+474
New +$213K 0.07% 125
2024
Q4 		– Sell
-474
Closed -$226K – 128
2024
Q3 		$226K Hold
474
– – 0.07% 119
2024
Q2 		$208K Hold
474
– – 0.07% 119
2024
Q1 		$220K Buy
+474
New +$205K 0.07% 120
2022
Q2 		– Sell
-1,180
Closed -$377K – 135
2022
Q1 		$377K Sell
1,180
-240
-17% -$74.2K 0.1% 110
2021
Q4 		$492K Buy
1,420
+351
+33% +$114K 0.13% 102
2021
Q3 		$314K Buy
1,069
+100
+10% +$30.4K 0.09% 117
2021
Q2 		$280K Hold
969
– – 0.08% 126
2021
Q1 		$271K Buy
+969
New +$251K 0.1% 115

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

Xcel Wealth Management's LIN Position: Q1 2026 in Review

Xcel Wealth Management sold out of Linde (LIN) in Q1 2026, closing a stake of 481 shares — an estimated $205K sold.

Xcel Wealth Management first reported a position in LIN in Q1 2021 and held it in 12 quarters. The position peaked at $492K in Q4 2021. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Xcel Wealth Management reported no remaining Linde position as of Q1 2026 after selling out during the quarter.
  • Xcel Wealth Management sold 481 Linde shares in Q1 2026, an estimated $205K.
  • Xcel Wealth Management first reported a position in Linde in Q1 2021 and held it in 12 quarters.
  • Xcel Wealth Management's Linde position peaked at $492K in Q4 2021.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.