Bailard’s Lincoln Electric LECO Stock Holding History

Bailard’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 Q1	–	Sell	-858	Closed	-$206K	–	788
2025 Q4	$206K	Hold	858	–	–	﹤0.01%	711
2025 Q3	$202K	Buy	+858	New	+$201K	﹤0.01%	728
2024 Q2	–	Sell	-858	Closed	-$219K	–	775
2024 Q1	$219K	Buy	+858	New	+$203K	0.01%	667

Other funds holding LECO

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bailard's LECO Position: Q1 2026 in Review

Bailard sold out of Lincoln Electric (LECO) in Q1 2026, closing a stake of 858 shares — an estimated $206K sold.

Bailard first reported a position in LECO in Q1 2024 and held it in 3 quarters. The position peaked at $219K in Q1 2024. 686 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

Bailard reported no remaining Lincoln Electric position as of Q1 2026 after selling out during the quarter.
Bailard sold 858 Lincoln Electric shares in Q1 2026, an estimated $206K.
Bailard first reported a position in Lincoln Electric in Q1 2024 and held it in 3 quarters.
Bailard's Lincoln Electric position peaked at $219K in Q1 2024.
686 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.