Cambiar Investors’s Lincoln Electric LECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.67M | Sell |
10,051
-399
| -4% | -$104K | 0.12% | 96 |
|
|
2026
Q1 | $2.6M | Sell |
10,450
-7,555
| -42% | -$2.02M | 0.12% | 94 |
|
|
2025
Q4 | $4.31M | Sell |
18,005
-6,607
| -27% | -$1.56M | 0.19% | 76 |
|
|
2025
Q3 | $5.8M | Sell |
24,612
-19,139
| -44% | -$4.48M | 0.26% | 61 |
|
|
2025
Q2 | $9.07M | Sell |
43,751
-2,886
| -6% | -$552K | 0.38% | 64 |
|
|
2025
Q1 | $8.82M | Sell |
46,637
-5,899
| -11% | -$1.16M | 0.37% | 72 |
|
|
2024
Q4 | $9.85M | Sell |
52,536
-9,117
| -15% | -$1.84M | 0.39% | 71 |
|
|
2024
Q3 | $11.8M | Buy |
61,653
+282
| +0.5% | +$54.1K | 0.46% | 71 |
|
|
2024
Q2 | $11.6M | Sell |
61,371
-100
| -0.2% | -$21.7K | 0.45% | 70 |
|
|
2024
Q1 | $15.7M | Sell |
61,471
-1,081
| -2% | -$255K | 0.59% | 48 |
|
|
2023
Q4 | $13.6M | Buy |
62,552
+657
| +1% | +$127K | 0.54% | 57 |
|
|
2023
Q3 | $11.3M | Buy |
61,895
+1,244
| +2% | +$238K | 0.48% | 63 |
|
|
2023
Q2 | $12M | Sell |
60,651
-1,886
| -3% | -$329K | 0.51% | 58 |
|
|
2023
Q1 | $10.6M | Buy |
62,537
+3,287
| +6% | +$542K | 0.46% | 56 |
|
|
2022
Q4 | $8.56M | Sell |
59,250
-649
| -1% | -$91K | 0.39% | 70 |
|
|
2022
Q3 | $7.53M | Sell |
59,899
-12,177
| -17% | -$1.64M | 0.38% | 73 |
|
|
2022
Q2 | $8.89M | Hold |
72,076
| – | – | 0.4% | 64 |
|
|
2022
Q1 | $9.93M | Sell |
72,076
-196
| -0.3% | -$25.7K | 0.37% | 62 |
|
|
2021
Q4 | $10.1M | Sell |
72,272
-2,566
| -3% | -$357K | 0.35% | 63 |
|
|
2021
Q3 | $9.64M | Sell |
74,838
-899
| -1% | -$122K | 0.33% | 68 |
|
|
2021
Q2 | $9.97M | Buy |
75,737
+6,505
| +9% | +$833K | 0.32% | 69 |
|
|
2021
Q1 | $8.51M | Buy |
69,232
+17,021
| +33% | +$2.03M | 0.3% | 74 |
|
|
2020
Q4 | $6.07M | Sell |
52,211
-7,753
| -13% | -$849K | 0.24% | 83 |
|
|
2020
Q3 | $5.52M | Buy |
59,964
+323
| +0.5% | +$29.8K | 0.25% | 66 |
|
|
2020
Q2 | $5.02M | Buy |
59,641
+3,104
| +5% | +$245K | 0.23% | 62 |
|
|
2020
Q1 | $3.9M | Sell |
56,537
-51
| -0.1% | -$4.37K | 0.2% | 73 |
|
|
2019
Q4 | $5.47M | Buy |
56,588
+1,529
| +3% | +$139K | 0.18% | 67 |
|
|
2019
Q3 | $4.78M | Buy |
55,059
+2,785
| +5% | +$234K | 0.15% | 73 |
|
|
2019
Q2 | $4.3M | Sell |
52,274
-733
| -1% | -$60.9K | 0.11% | 80 |
|
|
2019
Q1 | $4.45M | Buy |
53,007
+5,235
| +11% | +$444K | 0.11% | 83 |
|
|
2018
Q4 | $3.77M | Buy |
47,772
+9,537
| +25% | +$792K | 0.09% | 109 |
|
|
2018
Q3 | $3.57M | Buy |
+38,235
| New | +$3.54M | 0.06% | 137 |
|
Other funds holding LECO
Cambiar Investors's LECO Position: Q2 2026 in Review
Cambiar Investors reduced its Lincoln Electric (LECO) stake by 3.8% in Q2 2026, selling an estimated $104K and leaving 10,051 shares worth $2.67M. The position accounts for 0.12% of the portfolio, ranked #96.
Cambiar Investors first reported a position in LECO in Q3 2018 and has held it in 32 quarters since. The position peaked at $15.7M in Q1 2024. 701 funds tracked by Wall St. Rank hold LECO as of Q2 2026.
- Cambiar Investors held 10,051 shares of Lincoln Electric worth $2.67M as of Q2 2026.
- Cambiar Investors sold 399 Lincoln Electric shares in Q2 2026, an estimated $104K.
- Lincoln Electric made up 0.12% of Cambiar Investors's portfolio in Q2 2026, its #96 holding.
- Cambiar Investors first reported a position in Lincoln Electric in Q3 2018 and has held it in 32 quarters since.
- Cambiar Investors's Lincoln Electric position peaked at $15.7M in Q1 2024.
- 701 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.
Based on Cambiar Investors's 13F filing for Q2 2026, filed 31 Jul 2026.