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 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%	-$9.59K	﹤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

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caldwell Trust's LECO Position: Q1 2026 in Review

Caldwell Trust held its Lincoln Electric (LECO) position steady in Q1 2026 at 100 shares worth $24.9K. 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 26 quarters since. The position peaked at $86.8K in Q1 2024. 687 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

Caldwell Trust held 100 shares of Lincoln Electric worth $24.9K as of Q1 2026.
Caldwell Trust left its Lincoln Electric share count unchanged in Q1 2026.
Lincoln Electric made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #567 holding.
Caldwell Trust first reported a position in Lincoln Electric in Q4 2019 and has held it in 26 quarters since.
Caldwell Trust's Lincoln Electric position peaked at $86.8K in Q1 2024.
687 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.