S&CO INC LIN LINDE PLC

Ownership history in S&CO INC  ·  29 quarters on record

AI Ownership Summary

S&CO INC reported LINDE PLC (LIN) in 29 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.87% in 2024 Q1. The latest visible filing shows LIN at 0.80% 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 S&CO INC'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
2026 Q1

LIN was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% 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 2026 Q1

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 S&CO INC held LIN — position size vs. price
% of Fund (quarterly)    LIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 26,052 0% 0.80% $13K 2026-05-07 $493.85
2025 Q4 ADDED 26,052 +201 +0.8% 0.69% $11.1M 2026-02-05 $458.15
2025 Q3 REDUCED 25,851 -250 -1.0% 0.75% $12.3M 2025-11-06 $412.41
2025 Q2 REDUCED 26,101 -179 -0.7% 0.79% $12.2M 2025-08-07 $464.66
2025 Q1 REDUCED 26,280 -44 -0.2% 0.82% $12.2M 2025-05-08 $447.20
2024 Q4 ADDED 26,324 +230 +0.9% 0.75% $11.0M 2025-02-07 $447.50
2024 Q3 ADDED 26,094 +96 +0.4% 0.81% $12.4M 2024-11-07 $456.36
2024 Q2 REDUCED 25,998 -623 -2.3% 0.80% $11.4M 2024-08-08 $437.50
2024 Q1 REDUCED 26,621 -200 -0.7% 0.87% $12.4M 2024-05-09 $418.87
2023 Q4 UNCHANGED 26,821 0% 0.84% $11.0M 2024-02-12 $407.68
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About S&CO INC and LIN

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

How long has S&CO INC reported owning LIN?

S&CO INC reported LIN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LIN position in S&CO INC's portfolio?

The largest reported portfolio weight for LIN was 0.87% in 2024 Q1.

What is the latest reported LIN position on this page?

The most recent filing on this page is 2026 Q1, when S&CO INC reported 26,052 shares, equal to 0.80% of portfolio, with an estimated market value of $13K.

What does the chart on this LIN ownership page compare?

The chart compares S&CO INC'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.

How well did S&CO INC time their LIN position?

Based on 13F filing dates vs. subsequent LIN price moves, S&CO INC correctly timed 7 out of 23 reported position changes (30%). The annualised alpha on LIN relative to SPY over the holding period was +0.9%.

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