Caldwell Trust
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Caldwell Trust’s Lincoln Electric LECO Stock Holding History

Caldwell Trust’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
Q3 		$26.5K Hold
100
– – ﹤0.01% 567
2026
Q2 		$26.6K Hold
100
– – ﹤0.01% 566
2026
Q1 		$24.9K Hold
100
– – ﹤0.01% 567
2025
Q4 		$24K Hold
100
– – ﹤0.01% 558
2025
Q3 		$23.6K Hold
100
– – ﹤0.01% 553
2025
Q2 		$20.7K Hold
100
– – ﹤0.01% 557
2025
Q1 		$18.9K Sell
100
-115
-53% -$22.6K ﹤0.01% 566
2024
Q4 		$40.3K Hold
215
– – ﹤0.01% 476
2024
Q3 		$41.3K Sell
215
-50
-19% -$9.6K ﹤0.01% 478
2024
Q2 		$50K Sell
265
-75
-22% -$16.3K 0.01% 455
2024
Q1 		$86.8K Hold
340
– – 0.01% 396
2023
Q4 		$73.9K Sell
340
-6
-2% -$1.16K 0.01% 398
2023
Q3 		$62.9K Hold
346
– – 0.01% 408
2023
Q2 		$68.7K Sell
346
-25
-7% -$4.36K 0.01% 407
2023
Q1 		$62.7K Hold
371
– – 0.01% 405
2022
Q4 		$53.6K Hold
371
– – 0.01% 417
2022
Q3 		$46.6K Hold
371
– – 0.01% 440
2022
Q2 		$45.8K Hold
371
– – 0.01% 457
2022
Q1 		$51.1K Hold
371
– – 0.01% 455
2021
Q4 		$51.7K Hold
371
– – 0.01% 458
2021
Q3 		$47.8K Hold
371
– – 0.01% 458
2021
Q2 		$48.9K Hold
371
– – 0.01% 452
2021
Q1 		$45.6K Hold
371
– – 0.01% 445
2020
Q4 		$43.1K Hold
371
– – 0.01% 436
2020
Q3 		$34.1K Hold
371
– – 0.01% 456
2020
Q2 		$31.3K Hold
371
– – 0.01% 480
2020
Q1 		$25.6K Hold
371
– – ﹤0.01% 511
2019
Q4 		$35.9K Buy
+371
New +$33.8K 0.01% 503

Other funds holding LECO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Absher Wealth Management
Absher Wealth Management Chapel Hill, North Carolina $895M AUM 12.44% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Caldwell Trust's LECO Position: Q3 2026 in Review

Caldwell Trust held its Lincoln Electric (LECO) position steady in Q3 2026 at 100 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Caldwell Trust first reported a position in LECO in Q4 2019 and has held it in 28 quarters since. The position peaked at $86.8K in Q1 2024. 322 funds tracked by Wall St. Rank hold LECO as of Q3 2026.

  • Caldwell Trust held 100 shares of Lincoln Electric worth $26.5K as of Q3 2026.
  • Caldwell Trust left its Lincoln Electric share count unchanged in Q3 2026.
  • Lincoln Electric made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #567 holding.
  • Caldwell Trust first reported a position in Lincoln Electric in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Lincoln Electric position peaked at $86.8K in Q1 2024.
  • 322 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.