Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Lincoln Electric LECO Stock Holding History

Carson Wealth (CWM LLC)’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 		$7.93M Buy
31,833
+5,723
+22% +$1.53M 0.02% 637
2025
Q4 		$6.26M Buy
26,110
+1,737
+7% +$411K 0.02% 693
2025
Q3 		$5.75M Buy
24,373
+7,483
+44% +$1.75M 0.02% 660
2025
Q2 		$3.5M Buy
16,890
+13,978
+480% +$2.67M 0.01% 714
2025
Q1 		$551K Buy
2,912
+1,366
+88% +$268K ﹤0.01% 1409
2024
Q4 		$290K Buy
1,546
+206
+15% +$41.5K ﹤0.01% 1612
2024
Q3 		$257K Buy
1,340
+627
+88% +$120K ﹤0.01% 1630
2024
Q2 		$135K Sell
713
-674
-49% -$146K ﹤0.01% 1795
2024
Q1 		$354K Buy
1,387
+25
+2% +$5.91K ﹤0.01% 1259
2023
Q4 		$296K Buy
1,362
+32
+2% +$6.17K ﹤0.01% 1256
2023
Q3 		$242K Buy
1,330
+839
+171% +$160K ﹤0.01% 1232
2023
Q2 		$98K Sell
491
-3
-0.6% -$523 ﹤0.01% 1582
2023
Q1 		$84K Sell
494
-34
-6% -$5.6K ﹤0.01% 1583
2022
Q4 		$76K Sell
528
-83
-14% -$11.6K ﹤0.01% 1508
2022
Q3 		$77K Buy
611
+132
+28% +$17.8K ﹤0.01% 1458
2022
Q2 		$59K Buy
479
+8
+2% +$1.05K ﹤0.01% 1554
2022
Q1 		$65K Buy
471
+290
+160% +$38K ﹤0.01% 1489
2021
Q4 		$25K Buy
+181
New +$25.2K ﹤0.01% 1869
2021
Q2 		$24K Hold
181
– – ﹤0.01% 1712
2021
Q1 		$24K Hold
181
– – ﹤0.01% 1712
2020
Q4 		$24K Hold
181
– – ﹤0.01% 1712
2020
Q3 		$24K Hold
181
– – ﹤0.01% 1712
2020
Q2 		$24K Hold
181
– – ﹤0.01% 1712
2020
Q1 		$24K Hold
181
– – ﹤0.01% 1712
2019
Q4 		$24K Hold
181
– – ﹤0.01% 1712
2019
Q3 		$24K Hold
181
– – ﹤0.01% 1712
2019
Q2 		$24K Hold
181
– – ﹤0.01% 1712
2019
Q1 		$24K Buy
181
+173
+2,163% +$14.7K ﹤0.01% 1711
2018
Q4 		$1K Sell
8
-3
-27% -$249 ﹤0.01% 1926
2018
Q3 		$1K Buy
+11
New +$1.02K ﹤0.01% 1693

Other funds holding LECO

DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LECO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Lincoln Electric (LECO) stake by 22% in Q1 2026, buying an estimated $1.53M and bringing the position to 31,833 shares worth $7.93M. The position accounts for 0.02% of the portfolio, ranked #637.

Carson Wealth (CWM LLC) first reported a position in LECO in Q3 2018 and has held it in 30 quarters since. 689 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 31,833 shares of Lincoln Electric worth $7.93M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,723 Lincoln Electric shares in Q1 2026, an estimated $1.53M.
  • Lincoln Electric made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #637 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lincoln Electric in Q3 2018 and has held it in 30 quarters since.
  • 689 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.