Linde plc
DE ˙ DUSE ˙ IE000S9YS762
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityDE:WM2 / Linde plc
InstitutionJacobsen Capital Management
Latest Disclosed Ownership738 shares
Latest Disclosed Value $ 365,871
Jacobsen Capital Management reports 4.68% increase in ownership of WM2 / Linde plc

On April 24, 2026 - Jacobsen Capital Management filed a 13F-HR form disclosing ownership of 738 shares of Linde plc (DE:WM2) valued at $365,871 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 705 shares of Linde plc. This represents a change in shares of 4.68% 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)
2026-04-24 2026-03-31 13F LINDE SHS G54950103 738 33 4.68 366 21.67 0.1236
2026-01-26 2025-12-31 13F LINDE SHS G54950103 705 -207 -22.70 301 -30.72 0.0982
2025-10-27 2025-09-30 13F LINDE SHS G54950103 912 12 1.33 433 2.61 0.1468
2025-07-30 2025-06-30 13F LINDE SHS G54950103 900 109 13.78 422 14.67 0.1555
2025-04-25 2025-03-31 13F LINDE SHS G54950103 791 22 2.86 368 14.64 0.1600
2025-01-24 2024-12-31 13F LINDE SHS G54950103 769 -10 -1.28 322 -13.48 0.1371
2024-10-25 2024-09-30 13F LINDE SHS G54950103 779 4 0.52 371 9.12 0.1563
2024-07-23 2024-06-30 13F LINDE SHS G54950103 775 17 2.24 340 -3.13 0.1519
2024-04-25 2024-03-31 13F LINDE SHS G54950103 758 -25 -3.19 352 9.35 0.1632
2024-01-24 2023-12-31 13F LINDE SHS G54950103 783 9 1.16 322 11.46 0.1626
2023-10-25 2023-09-30 13F LINDE SHS G54950103 774 -2 -0.26 288 -2.37 0.1564
2023-08-02 2023-06-30 13F LINDE SHS G54950103 776 776 296 0.1526
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.