Linde plc
DE ˙ DUSE ˙ IE000S9YS762
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityDE:WM2 / Linde plc
InstitutionCornerstone Wealth Management, LLC
Latest Disclosed Ownership11,472 shares
Latest Disclosed Value $ 5,687,603
Cornerstone Wealth Management, LLC reports 6.02% increase in ownership of WM2 / Linde plc

On April 23, 2026 - Cornerstone Wealth Management, LLC filed a 13F-HR form disclosing ownership of 11,472 shares of Linde plc (DE:WM2) valued at $5,687,603 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 10,821 shares of Linde plc. This represents a change in shares of 6.02% 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)
2026-04-23 2026-03-31 13F LINDE SHS G54950103 11,472 651 6.02 5,688 23.26 0.2845
2026-02-05 2025-12-31 13F LINDE SHS G54950103 10,821 499 4.83 4,614 -5.88 0.2400
2025-11-04 2025-09-30 13F LINDE SHS G54950103 10,322 318 3.18 4,903 4.45 0.2708
2025-08-12 2025-06-30 13F LINDE SHS G54950103 10,004 579 6.14 4,694 6.95 0.2850
2025-04-18 2025-03-31 13F LINDE SHS G54950103 9,425 420 4.66 4,389 16.39 0.2970
2025-01-21 2024-12-31 13F LINDE SHS G54950103 9,005 232 2.64 3,770 -9.87 0.2545
2024-10-16 2024-09-30 13F LINDE SHS G54950103 8,773 345 4.09 4,183 13.12 0.2945
2024-07-16 2024-06-30 13F LINDE SHS G54950103 8,428 641 8.23 3,698 2.30 0.2846
2024-04-19 2024-03-31 13F LINDE SHS G54950103 7,787 404 5.47 3,616 19.23 0.2927
2024-01-10 2023-12-31 13F LINDE SHS G54950103 7,383 667 9.93 3,032 21.28 0.2608
2023-11-07 2023-09-30 13F LINDE SHS G54950103 6,716 289 4.50 2,501 2.08 0.2361
2023-07-14 2023-06-30 13F LINDE SHS G54950103 6,427 6,427 2,449 0.2187
2019-08-02 2019-06-30 13F LINDE COM G5494J103 0 -618 -100.00 0 -100.00
2019-05-13 2019-03-31 13F LINDE COM G5494J103 618 618 355 0.0431
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.