Claret Asset Management’s Lincoln Electric LECO Stock Holding History

Claret Asset Management’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	$227K	Sell	854 -241	-22%	-$63.1K	0.02%	341
2026 Q1	$273K	Hold	1,095	–	–	0.03%	215
2025 Q4	$262K	Sell	1,095 -2	-0.2%	-$474	0.03%	230
2025 Q3	$259K	Sell	1,097 -15	-1%	-$3.51K	0.03%	229
2025 Q2	$231K	Buy	1,112 +53	+5%	+$10.1K	0.03%	385
2025 Q1	$200K	Buy	+1,059	New	+$208K	0.03%	283
2024 Q4	–	Sell	-1,051	Closed	-$202K	–	333
2024 Q3	$202K	Buy	+1,051	New	+$202K	0.03%	314

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

Claret Asset Management's LECO Position: Q2 2026 in Review

Claret Asset Management reduced its Lincoln Electric (LECO) stake by 22% in Q2 2026, selling an estimated $63.1K and leaving 854 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #341.

Claret Asset Management first reported a position in LECO in Q3 2024 and has held it in 7 quarters since. The position peaked at $273K in Q1 2026. 700 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

Claret Asset Management held 854 shares of Lincoln Electric worth $227K as of Q2 2026.
Claret Asset Management sold 241 Lincoln Electric shares in Q2 2026, an estimated $63.1K.
Lincoln Electric made up 0.02% of Claret Asset Management's portfolio in Q2 2026, its #341 holding.
Claret Asset Management first reported a position in Lincoln Electric in Q3 2024 and has held it in 7 quarters since.
Claret Asset Management's Lincoln Electric position peaked at $273K in Q1 2026.
700 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.