LIN LINDE PLC

Ownership history in FORBES J M & CO LLP  ·  28 quarters on record

AI Ownership Summary

FORBES J M & CO LLP reported LINDE PLC (LIN) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.84% in 2024 Q1. The latest visible filing shows LIN at 1.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORBES J M & CO LLP's position in LINDE PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LIN was reported at 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.84% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FORBES J M & CO LLP held LIN — position size vs. price
% of Fund (quarterly)    LIN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 38,566 +180 +0.5% 1.33% $16.4M 2026-02-14 (Est.) $479.39
2025 Q3 ADDED 38,386 +416 +1.1% 1.52% $18.2M 2025-10-28 $439.62
2025 Q2 ADDED 37,970 +65 +0.2% 1.63% $17.8M 2025-07-18 $460.28
2025 Q1 ADDED 37,905 +1,193 +3.2% 1.71% $17.7M 2025-05-06 $441.10
2024 Q4 ADDED 36,712 +44 +0.1% 1.48% $15.4M 2025-01-28 $428.29
2024 Q3 REDUCED 36,668 -175 -0.5% 1.71% $17.5M 2024-10-24 $465.18
2024 Q2 ADDED 36,843 +336 +0.9% 1.66% $16.2M 2024-07-30 $440.73
2024 Q1 REDUCED 36,507 -113 -0.3% 1.84% $17.0M 2024-04-11 $441.42
2023 Q4 ADDED 36,620 +701 +2.0% 1.75% $15.0M 2024-02-08 $402.23
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FORBES J M & CO LLP and LIN

These are the practical questions this page is built to answer before you even open the full history table.

How long has FORBES J M & CO LLP reported owning LIN?

FORBES J M & CO LLP reported LIN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LIN position in FORBES J M & CO LLP's portfolio?

The largest reported portfolio weight for LIN was 1.84% in 2024 Q1.

What is the latest reported LIN position on this page?

The most recent filing on this page is 2025 Q4, when FORBES J M & CO LLP reported 38,566 shares, equal to 1.33% of portfolio, with an estimated market value of $16.4M.

What does the chart on this LIN ownership page compare?

The chart compares FORBES J M & CO LLP's quarterly LIN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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