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Caerus Investment Advisors’s Lincoln Electric LECO Stock Holding History

Caerus Investment Advisors’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
-1,186
Closed -$284K – 329
2025
Q4 		$284K Buy
1,186
+278
+31% +$65.8K 0.09% 236
2025
Q3 		$214K Buy
+908
New +$213K 0.09% 254

Other funds holding LECO

DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
BlackRock
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caerus Investment Advisors's LECO Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Lincoln Electric (LECO) in Q1 2026, closing a stake of 1,186 shares — an estimated $284K sold.

Caerus Investment Advisors first reported a position in LECO in Q3 2025 and held it in 2 quarters. The position peaked at $284K in Q4 2025. 687 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Lincoln Electric position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 1,186 Lincoln Electric shares in Q1 2026, an estimated $284K.
  • Caerus Investment Advisors first reported a position in Lincoln Electric in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Lincoln Electric position peaked at $284K in Q4 2025.
  • 687 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.