CWM
LECO icon

Congress Wealth Management’s Lincoln Electric LECO Stock Holding History

Congress Wealth 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
2025
Q2 		$3.62M Buy
17,452
+1,500
+9% +$287K 0.04% 446
2025
Q1 		$3.02M Buy
15,952
+4,500
+39% +$884K 0.04% 411
2024
Q4 		$2.15M Buy
11,452
+995
+10% +$200K 0.03% 403
2024
Q3 		$2.01M Buy
10,457
+310
+3% +$59.5K 0.03% 429
2024
Q2 		$1.91M Buy
+10,147
New +$2.2M 0.03% 365

Other funds holding LECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Congress Wealth Management's LECO Position: Q2 2025 in Review

Congress Wealth Management increased its Lincoln Electric (LECO) stake by 9.4% in Q2 2025, buying an estimated $287K and bringing the position to 17,452 shares worth $3.62M. The position accounts for 0.04% of the portfolio, ranked #446.

Congress Wealth Management first reported a position in LECO in Q2 2024 and has held it in 5 quarters since. 595 funds tracked by Wall St. Rank hold LECO as of Q2 2025.

  • Congress Wealth Management held 17,452 shares of Lincoln Electric worth $3.62M as of Q2 2025.
  • Congress Wealth Management bought 1,500 Lincoln Electric shares in Q2 2025, an estimated $287K.
  • Lincoln Electric made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #446 holding.
  • Congress Wealth Management first reported a position in Lincoln Electric in Q2 2024 and has held it in 5 quarters since.
  • 595 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.