Linde plc
DE ˙ DUSE ˙ IE000S9YS762
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityDE:WM2 / Linde plc
InstitutionAxxcess Wealth Management, Llc
Latest Disclosed Ownership19,060 shares
Latest Disclosed Value $ 9,449,026
Axxcess Wealth Management, Llc reports 1.89% increase in ownership of WM2 / Linde plc

On April 29, 2026 - Axxcess Wealth Management, Llc filed a 13F-HR form disclosing ownership of 19,060 shares of Linde plc (DE:WM2) valued at $9,449,026 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 19, 2026 disclosing 18,707 shares of Linde plc. This represents a change in shares of 1.89% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-29 2026-03-31 13F LINDE SHS G54950103 19,060 353 1.89 9,449 18.47 0.3028
2026-02-19 2025-12-31 13F/A-1 LINDE SHS G54950103 18,707 2,605 16.18 7,976 4.29 0.1380
2026-02-06 2025-12-31 13F LINDE SHS G54950103 36,181 20,079 15,427 0.0596
2025-11-07 2025-09-30 13F LINDE SHS G54950103 16,102 335 2.12 7,649 3.39 0.1618
2025-07-28 2025-06-30 13F LINDE SHS G54950103 15,767 -745 -4.51 7,397 -3.79 0.1730
2025-04-30 2025-03-31 13F LINDE SHS G54950103 16,512 20 0.12 7,689 11.36 0.2040
2025-02-10 2024-12-31 13F LINDE SHS G54950103 16,492 -144 -0.87 6,905 -12.97 0.1657
2024-11-04 2024-09-30 13F LINDE SHS G54950103 16,636 983 6.28 7,933 15.51 0.1947
2024-08-09 2024-06-30 13F LINDE SHS G54950103 15,653 1,501 10.61 6,869 4.54 0.1818
2024-05-14 2024-03-31 13F LINDE SHS G54950103 14,152 473 3.46 6,571 16.97 0.1799
2024-02-06 2023-12-31 13F LINDE SHS G54950103 13,679 1,921 16.34 5,618 28.33 0.1631
2023-11-14 2023-09-30 13F LINDE SHS G54950103 11,758 6,728 133.76 4,378 128.33 0.1492
2023-08-08 2023-06-30 13F LINDE SHS G54950103 5,030 1,230 32.37 1,917 42.00 0.1388
2023-05-03 2023-03-31 13F LINDE SHS G54950103 3,800 699 22.54 1,351 33.53 0.1022
2023-02-16 2022-12-31 13F/A-1 LINDE SHS G5494J103 3,101 35 1.14 1,012 22.25 0.0834
2023-02-14 2022-12-31 13F LINDE SHS G5494J103 3,101 35 1,012 0.0327
2022-11-14 2022-09-30 13F LINDE SHS G5494J103 3,066 3 0.10 827 -6.13 0.0783
2022-08-11 2022-06-30 13F LINDE SHS G5494J103 3,063 667 27.84 881 15.16 0.0810
2022-08-11 2022-03-31 13F LINDE SHS G5494J103 2,396 535 28.75 765 18.60 0.0598
2022-08-11 2021-12-31 13F LINDE SHS G5494J103 1,861 1,861 645 0.0471
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.