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Cape Investment Advisory’s Lincoln Electric LECO Stock Holding History

Cape Investment Advisory’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
Q2 		$4.51K Buy
+17
New +$4.45K ﹤0.01% 1058
2026
Q1 		– Sell
-17
Closed -$4.07K – 754
2025
Q4 		$4.07K Hold
17
– – ﹤0.01% 954
2025
Q3 		$4.01K Hold
17
– – ﹤0.01% 558
2025
Q2 		$3.52K Buy
+17
New +$3.25K ﹤0.01% 827

Other funds holding LECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cape Investment Advisory's LECO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Lincoln Electric (LECO) in Q2 2026: 17 shares worth $4.51K. The stake represents ﹤0.01% of the portfolio and ranks #1058 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in LECO as recently as Q4 2025.

Cape Investment Advisory first reported a position in LECO in Q2 2025 and has held it in 4 quarters since. 701 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

  • Cape Investment Advisory held 17 shares of Lincoln Electric worth $4.51K as of Q2 2026.
  • Lincoln Electric was a new Cape Investment Advisory position in Q2 2026.
  • Lincoln Electric made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1058 holding.
  • Cape Investment Advisory first reported a position in Lincoln Electric in Q2 2025 and has held it in 4 quarters since.
  • 701 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.