EP Wealth Advisors’s Lincoln Electric LECO Stock Holding History

EP 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 Q1	–	Sell	-982	Closed	-$235K	–	1552
2025 Q4	$235K	Buy	+982	New	+$233K	﹤0.01%	1285

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

EP Wealth Advisors's LECO Position: Q1 2026 in Review

EP Wealth Advisors sold out of Lincoln Electric (LECO) in Q1 2026, closing a stake of 982 shares — an estimated $235K sold.

EP Wealth Advisors first reported a position in LECO in Q4 2025 and held it in 1 quarter. The position peaked at $235K in Q4 2025. 690 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

EP Wealth Advisors reported no remaining Lincoln Electric position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 982 Lincoln Electric shares in Q1 2026, an estimated $235K.
EP Wealth Advisors first reported a position in Lincoln Electric in Q4 2025 and held it in 1 quarter.
EP Wealth Advisors's Lincoln Electric position peaked at $235K in Q4 2025.
690 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.