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Berry Wealth Group’s Lincoln Electric LECO Stock Holding History

Berry Wealth Group’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
Q3 		– Sell
-1,147
Closed -$238K – 72
2025
Q2 		$238K Buy
1,147
+2
+0.2% +$382 0.17% 86
2025
Q1 		$217K Buy
+1,145
New +$225K 0.17% 89
2024
Q2 		– Sell
-994
Closed -$254K – 85
2024
Q1 		$254K Buy
+994
New +$235K 0.21% 61

Other funds holding LECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Berry Wealth Group's LECO Position: Q3 2025 in Review

Berry Wealth Group sold out of Lincoln Electric (LECO) in Q3 2025, closing a stake of 1,147 shares — an estimated $238K sold.

Berry Wealth Group first reported a position in LECO in Q1 2024 and held it in 3 quarters. The position peaked at $254K in Q1 2024. 628 funds tracked by Wall St. Rank hold LECO as of Q3 2025.

  • Berry Wealth Group reported no remaining Lincoln Electric position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 1,147 Lincoln Electric shares in Q3 2025, an estimated $238K.
  • Berry Wealth Group first reported a position in Lincoln Electric in Q1 2024 and held it in 3 quarters.
  • Berry Wealth Group's Lincoln Electric position peaked at $254K in Q1 2024.
  • 628 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.