Champlain Investment Partners’s Lincoln Electric LECO Stock Holding History

Champlain Investment Partners’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	$17.4M	Sell	65,679 -152,725	-70%	-$40M	0.45%	105
2026 Q1	$54.4M	Sell	218,404 -175,320	-45%	-$46.9M	0.69%	63
2025 Q4	$94.4M	Sell	393,724 -149,678	-28%	-$35.5M	0.96%	48
2025 Q3	$128M	Sell	543,402 -38,178	-7%	-$8.94M	0.97%	38
2025 Q2	$121M	Buy	581,580 +45,185	+8%	+$8.64M	0.84%	49
2025 Q1	$101M	Sell	536,395 -50,695	-9%	-$9.95M	0.73%	53
2024 Q4	$110M	Buy	+587,090	New	+$118M	0.7%	60

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

Champlain Investment Partners's LECO Position: Q2 2026 in Review

Champlain Investment Partners reduced its Lincoln Electric (LECO) stake by 70% in Q2 2026, selling an estimated $40M and leaving 65,679 shares worth $17.4M. The position accounts for 0.45% of the portfolio, ranked #105.

Champlain Investment Partners first reported a position in LECO in Q4 2024 and has held it in 7 quarters since. The position peaked at $128M in Q3 2025. 700 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

Champlain Investment Partners held 65,679 shares of Lincoln Electric worth $17.4M as of Q2 2026.
Champlain Investment Partners sold 152,725 Lincoln Electric shares in Q2 2026, an estimated $40M.
Lincoln Electric made up 0.45% of Champlain Investment Partners's portfolio in Q2 2026, its #105 holding.
Champlain Investment Partners first reported a position in Lincoln Electric in Q4 2024 and has held it in 7 quarters since.
Champlain Investment Partners's Lincoln Electric position peaked at $128M in Q3 2025.
700 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on Champlain Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.