EdgePoint Investment Group’s Lincoln Electric LECO Stock Holding History

EdgePoint Investment Group’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 Q1	$268K	Sell	1,075 -389	-27%	-$104K	﹤0.01%	35
2025 Q4	$351K	Sell	1,464 -763,946	-100%	-$181M	﹤0.01%	35
2025 Q3	$181M	Sell	765,410 -1,131,675	-60%	-$265M	1.35%	18
2025 Q2	$393M	Sell	1,897,085 -160,496	-8%	-$30.7M	2.97%	16
2025 Q1	$389M	Sell	2,057,581 -514,829	-20%	-$101M	3.15%	16
2024 Q4	$482M	Sell	2,572,410 -106,909	-4%	-$21.5M	3.81%	12
2024 Q3	$514M	Sell	2,679,319 -67,764	-2%	-$13M	4.06%	10
2024 Q2	$518M	Buy	2,747,083 +891,111	+48%	+$193M	4.37%	9
2024 Q1	$474M	Sell	1,855,972 -184,489	-9%	-$43.6M	3.78%	10
2023 Q4	$444M	Buy	2,040,461 +661,194	+48%	+$128M	3.84%	12
2023 Q3	$251M	Sell	1,379,267 -179,788	-12%	-$34.3M	2.39%	17
2023 Q2	$310M	Sell	1,559,055 -64,957	-4%	-$11.3M	2.78%	14
2023 Q1	$275M	Buy	+1,624,012	New	+$268M	2.76%	15

Other funds holding LECO

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EdgePoint Investment Group's LECO Position: Q1 2026 in Review

EdgePoint Investment Group reduced its Lincoln Electric (LECO) stake by 27% in Q1 2026, selling an estimated $104K and leaving 1,075 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #35.

EdgePoint Investment Group first reported a position in LECO in Q1 2023 and has held it in 13 quarters since. The position peaked at $518M in Q2 2024. 686 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

EdgePoint Investment Group held 1,075 shares of Lincoln Electric worth $268K as of Q1 2026.
EdgePoint Investment Group sold 389 Lincoln Electric shares in Q1 2026, an estimated $104K.
Lincoln Electric made up ﹤0.01% of EdgePoint Investment Group's portfolio in Q1 2026, its #35 holding.
EdgePoint Investment Group first reported a position in Lincoln Electric in Q1 2023 and has held it in 13 quarters since.
EdgePoint Investment Group's Lincoln Electric position peaked at $518M in Q2 2024.
686 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on EdgePoint Investment Group's 13F filing for Q1 2026, filed 15 May 2026.