Bayesian Capital Management’s Lincoln Electric LECO Stock Holding History

Bayesian Capital 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
2025 Q4	–	Sell	-3,604	Closed	-$850K	–	352
2025 Q3	$850K	Buy	+3,604	New	+$844K	0.17%	187
2025 Q2	–	Sell	-4,300	Closed	-$813K	–	729
2025 Q1	$813K	Buy	+4,300	New	+$844K	0.13%	210
2024 Q2	–	Sell	-2,800	Closed	-$715K	–	933
2024 Q1	$715K	Buy	+2,800	New	+$661K	0.07%	365
2023 Q1	–	Sell	-2,186	Closed	-$316K	–	959
2022 Q4	$316K	Buy	+2,186	New	+$307K	0.05%	469
2022 Q3	–	Sell	-4,293	Closed	-$530K	–	882
2022 Q2	$530K	Buy	+4,293	New	+$565K	0.1%	321
2017 Q1	–	Sell	-4,834	Closed	-$371K	–	568
2016 Q4	$371K	Buy	+4,834	New	+$346K	0.09%	368

Other funds holding LECO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bayesian Capital Management's LECO Position: Q4 2025 in Review

Bayesian Capital Management sold out of Lincoln Electric (LECO) in Q4 2025, closing a stake of 3,604 shares — an estimated $850K sold.

Bayesian Capital Management first reported a position in LECO in Q4 2016 and held it in 6 quarters. The position peaked at $850K in Q3 2025. 668 funds tracked by Wall St. Rank hold LECO as of Q4 2025.

Bayesian Capital Management reported no remaining Lincoln Electric position as of Q4 2025 after selling out during the quarter.
Bayesian Capital Management sold 3,604 Lincoln Electric shares in Q4 2025, an estimated $850K.
Bayesian Capital Management first reported a position in Lincoln Electric in Q4 2016 and held it in 6 quarters.
Bayesian Capital Management's Lincoln Electric position peaked at $850K in Q3 2025.
668 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2025.

Based on Bayesian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.