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Baker Avenue Asset Management’s Lincoln Electric LECO Stock Holding History

Baker Avenue Asset Management’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 		$430K Sell
1,619
-289
-15% -$75.6K 0.01% 562
2026
Q1 		$475K Buy
1,908
+358
+23% +$95.8K 0.01% 446
2025
Q4 		$371K Buy
1,550
+472
+44% +$112K 0.01% 444
2025
Q3 		$254K Buy
+1,078
New +$252K 0.01% 520

Other funds holding LECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Baker Avenue Asset Management's LECO Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its Lincoln Electric (LECO) stake by 15% in Q2 2026, selling an estimated $75.6K and leaving 1,619 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #562.

Baker Avenue Asset Management first reported a position in LECO in Q3 2025 and has held it in 4 quarters since. The position peaked at $475K in Q1 2026. 703 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

  • Baker Avenue Asset Management held 1,619 shares of Lincoln Electric worth $430K as of Q2 2026.
  • Baker Avenue Asset Management sold 289 Lincoln Electric shares in Q2 2026, an estimated $75.6K.
  • Lincoln Electric made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #562 holding.
  • Baker Avenue Asset Management first reported a position in Lincoln Electric in Q3 2025 and has held it in 4 quarters since.
  • Baker Avenue Asset Management's Lincoln Electric position peaked at $475K in Q1 2026.
  • 703 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.