AdviceOne Advisory Services’s Lincoln Electric LECO Stock Holding History

AdviceOne Advisory Services’s Portfolio LECO Stock Details LECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.49M	Sell	9,389 -247	-3%	-$64.6K	1.41%	6
2026 Q1	$2.4M	Sell	9,636 -378	-4%	-$101K	1.45%	6
2025 Q4	$2.4M	Sell	10,014 -400	-4%	-$94.7K	1.42%	6
2025 Q3	$2.46M	Sell	10,414 -232	-2%	-$54.3K	1.63%	6
2025 Q2	$2.21M	Hold	10,646	–	–	1.63%	6
2025 Q1	$2.01M	Hold	10,646	–	–	1.64%	6
2024 Q4	$2M	Buy	+10,646	New	+$2.14M	1.77%	6

Other funds holding LECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AdviceOne Advisory Services's LECO Position: Q2 2026 in Review

AdviceOne Advisory Services reduced its Lincoln Electric (LECO) stake by 2.6% in Q2 2026, selling an estimated $64.6K and leaving 9,389 shares worth $2.49M. The position accounts for 1.41% of the portfolio, ranked #6.

AdviceOne Advisory Services first reported a position in LECO in Q4 2024 and has held it in 7 quarters since. 701 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

AdviceOne Advisory Services held 9,389 shares of Lincoln Electric worth $2.49M as of Q2 2026.
AdviceOne Advisory Services sold 247 Lincoln Electric shares in Q2 2026, an estimated $64.6K.
Lincoln Electric made up 1.41% of AdviceOne Advisory Services's portfolio in Q2 2026, its #6 holding.
AdviceOne Advisory Services first reported a position in Lincoln Electric in Q4 2024 and has held it in 7 quarters since.
701 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.