Cartenna Capital’s Lincoln Electric LECO Stock Holding History

Cartenna Capital’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	$78.3M	Buy	295,000 +25,000	+9%	+$6.54M	1.86%	20
2026 Q1	$67.3M	Sell	270,000 -45,000	-14%	-$12M	2.45%	18
2025 Q4	$75.5M	Buy	315,000 +5,000	+2%	+$1.18M	2.51%	11
2025 Q3	$73.1M	Buy	310,000 +270,000	+675%	+$63.2M	2.07%	16
2025 Q2	$8.29M	Buy	+40,000	New	+$7.65M	0.29%	38

Other funds holding LECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cartenna Capital's LECO Position: Q2 2026 in Review

Cartenna Capital increased its Lincoln Electric (LECO) stake by 9.3% in Q2 2026, buying an estimated $6.54M and bringing the position to 295,000 shares worth $78.3M. The position accounts for 1.86% of the portfolio, ranked #20.

Cartenna Capital first reported a position in LECO in Q2 2025 and has held it in 5 quarters since. 703 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

Cartenna Capital held 295,000 shares of Lincoln Electric worth $78.3M as of Q2 2026.
Cartenna Capital bought 25,000 Lincoln Electric shares in Q2 2026, an estimated $6.54M.
Lincoln Electric made up 1.86% of Cartenna Capital's portfolio in Q2 2026, its #20 holding.
Cartenna Capital first reported a position in Lincoln Electric in Q2 2025 and has held it in 5 quarters since.
703 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on Cartenna Capital's 13F filing for Q2 2026, filed 14 Aug 2026.