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Beacon Financial Advisory’s Lincoln Electric LECO Stock Holding History

Beacon Financial Advisory’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 		$518K Sell
1,952
-385
-16% -$101K 0.1% 240
2026
Q1 		$582K Buy
2,337
+103
+5% +$27.6K 0.13% 197
2025
Q4 		$535K Sell
2,234
-9,151
-80% -$2.17M 0.12% 205
2025
Q3 		$2.68M Sell
11,385
-449
-4% -$105K 0.62% 26
2025
Q2 		$2.45M Buy
11,834
+9,601
+430% +$1.84M 0.63% 26
2025
Q1 		$422K Sell
2,233
-4,968
-69% -$975K 0.13% 190
2024
Q4 		$1.35M Hold
7,201
– – 0.44% 52
2024
Q3 		$1.38M Sell
7,201
-340
-5% -$65.2K 0.47% 47
2024
Q2 		$1.42M Buy
7,541
+4,945
+190% +$1.07M 0.53% 37
2024
Q1 		$663K Sell
2,596
-45
-2% -$10.6K 0.32% 97
2023
Q4 		$574K Hold
2,641
– – 0.28% 107
2023
Q3 		$480K Hold
2,641
– – 0.27% 112
2023
Q2 		$525K Buy
2,641
+25
+1% +$4.36K 0.3% 107
2023
Q1 		$442K Hold
2,616
– – 0.28% 121
2022
Q4 		$378K Buy
2,616
+40
+2% +$5.61K 0.27% 116
2022
Q3 		$324K Sell
2,576
-6
-0.2% -$810 0.23% 136
2022
Q2 		$319K Hold
2,582
– – 0.18% 156
2022
Q1 		$356K Sell
2,582
-13
-0.5% -$1.7K 0.17% 153
2021
Q4 		$362K Buy
2,595
+693
+36% +$96.5K 0.17% 157
2021
Q3 		$245K Hold
1,902
– – 0.13% 196
2021
Q2 		$251K Sell
1,902
-24
-1% -$3.07K 0.13% 189
2021
Q1 		$237K Sell
1,926
-9
-0.5% -$1.07K 0.14% 188
2020
Q4 		$224K Buy
+1,935
New +$212K 0.15% 176

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

Beacon Financial Advisory's LECO Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Lincoln Electric (LECO) stake by 16% in Q2 2026, selling an estimated $101K and leaving 1,952 shares worth $518K. The position accounts for 0.1% of the portfolio, ranked #240.

Beacon Financial Advisory first reported a position in LECO in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.68M in Q3 2025. 703 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

  • Beacon Financial Advisory held 1,952 shares of Lincoln Electric worth $518K as of Q2 2026.
  • Beacon Financial Advisory sold 385 Lincoln Electric shares in Q2 2026, an estimated $101K.
  • Lincoln Electric made up 0.1% of Beacon Financial Advisory's portfolio in Q2 2026, its #240 holding.
  • Beacon Financial Advisory first reported a position in Lincoln Electric in Q4 2020 and has held it in 23 quarters since.
  • Beacon Financial Advisory's Lincoln Electric position peaked at $2.68M in Q3 2025.
  • 703 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.