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CM Wealth Advisors’s Lincoln Electric LECO Stock Holding History

CM Wealth Advisors’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 		$35.8M Sell
134,394
-78
-0.1% -$20.4K 6.46% 4
2026
Q1 		$33.6M Sell
134,472
-6,859
-5% -$1.83M 7.16% 4
2025
Q4 		$34M Sell
141,331
-627
-0.4% -$149K 7.68% 3
2025
Q3 		$33.6M Sell
141,958
-6,789
-5% -$1.59M 8.85% 3
2025
Q2 		$30.9M Sell
148,747
-6,997
-4% -$1.34M 9.11% 3
2025
Q1 		$29.6M Sell
155,744
-4,110
-3% -$807K 9.46% 3
2024
Q4 		$30.1M Sell
159,854
-1,840
-1% -$371K 9.84% 3
2024
Q3 		$31.2M Hold
161,694
– – 10.09% 3
2024
Q2 		$30.6M Buy
161,694
+154,195
+2,056% +$33.5M 14.56% 3
2024
Q1 		$1.72M Sell
7,499
-171,443
-96% -$40.5M 0.49% 28
2023
Q4 		$39M Buy
178,942
+178,254
+25,909% +$34.4M 16.78% 3
2023
Q3 		$69.8M Sell
688
-178,254
-100% -$34.1M 26.89% 1
2023
Q2 		$35.6M Sell
178,942
-17,055
-9% -$2.97M 11.69% 2
2023
Q1 		$30.6M Sell
195,997
-13,055
-6% -$2.15M 5.92% 2
2022
Q4 		$30.3M Sell
209,052
-8,325
-4% -$1.17M 15.49% 3
2022
Q3 		$27.5M Sell
217,377
-11,372
-5% -$1.53M 15.21% 3
2022
Q2 		$28.3M Buy
+228,749
New +$30.1M 17.35% 2

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

CM Wealth Advisors's LECO Position: Q2 2026 in Review

CM Wealth Advisors reduced its Lincoln Electric (LECO) stake by 0.06% in Q2 2026, selling an estimated $20.4K and leaving 134,394 shares worth $35.8M. The position accounts for 6.46% of the portfolio, ranked #4.

CM Wealth Advisors first reported a position in LECO in Q2 2022 and has held it in 17 quarters since. The position peaked at $69.8M in Q3 2023. 701 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

  • CM Wealth Advisors held 134,394 shares of Lincoln Electric worth $35.8M as of Q2 2026.
  • CM Wealth Advisors sold 78 Lincoln Electric shares in Q2 2026, an estimated $20.4K.
  • Lincoln Electric made up 6.46% of CM Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • CM Wealth Advisors first reported a position in Lincoln Electric in Q2 2022 and has held it in 17 quarters since.
  • CM Wealth Advisors's Lincoln Electric position peaked at $69.8M in Q3 2023.
  • 701 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.