Cumberland Partners’s Lincoln Electric LECO Stock Holding History

Cumberland 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	$1.51M	Buy	5,700 +750	+15%	+$196K	0.1%	106
2026 Q1	$1.23M	Sell	4,950 -950	-16%	-$254K	0.09%	114
2025 Q4	$1.41M	Hold	5,900	–	–	0.09%	120
2025 Q3	$1.39M	Hold	5,900	–	–	0.09%	122
2025 Q2	$1.22M	Hold	5,900	–	–	0.08%	128
2025 Q1	$1.12M	Buy	5,900 +1,000	+20%	+$196K	0.09%	125
2024 Q4	$919K	Sell	4,900 -3,400	-41%	-$685K	0.06%	132
2024 Q3	$1.59M	Buy	8,300 +1,500	+22%	+$288K	0.11%	110
2024 Q2	$1.28M	Buy	6,800 +1,600	+31%	+$347K	0.09%	115
2024 Q1	$1.33M	Sell	5,200 -800	-13%	-$189K	0.1%	108
2023 Q4	$1.3M	Buy	6,000 +2,700	+82%	+$521K	0.12%	111
2023 Q3	$600K	Buy	+3,300	New	+$630K	0.06%	138

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

Cumberland Partners's LECO Position: Q2 2026 in Review

Cumberland Partners increased its Lincoln Electric (LECO) stake by 15% in Q2 2026, buying an estimated $196K and bringing the position to 5,700 shares worth $1.51M. The position accounts for 0.1% of the portfolio, ranked #106.

Cumberland Partners first reported a position in LECO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.59M in Q3 2024. 701 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

Cumberland Partners held 5,700 shares of Lincoln Electric worth $1.51M as of Q2 2026.
Cumberland Partners bought 750 Lincoln Electric shares in Q2 2026, an estimated $196K.
Lincoln Electric made up 0.1% of Cumberland Partners's portfolio in Q2 2026, its #106 holding.
Cumberland Partners first reported a position in Lincoln Electric in Q3 2023 and has held it in 12 quarters since.
Cumberland Partners's Lincoln Electric position peaked at $1.59M in Q3 2024.
701 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.