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Everhart Financial Group’s Lincoln Electric LECO Stock Holding History

Everhart Financial 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
Q2 		$1.23M Sell
4,619
-81
-2% -$21.2K 0.08% 138
2026
Q1 		$1.17M Buy
4,700
+377
+9% +$101K 0.1% 139
2025
Q4 		$1.04M Buy
4,323
+352
+9% +$83.4K 0.1% 149
2025
Q3 		$936K Buy
3,971
+162
+4% +$37.9K 0.09% 151
2025
Q2 		$790K Sell
3,809
-666
-15% -$127K 0.09% 154
2025
Q1 		$846K Buy
4,475
+284
+7% +$55.8K 0.12% 127
2024
Q4 		$786K Buy
4,191
+161
+4% +$32.4K 0.16% 132
2024
Q3 		$774K Buy
4,030
+473
+13% +$90.7K 0.17% 133
2024
Q2 		$671K Sell
3,557
-227
-6% -$49.3K 0.17% 125
2024
Q1 		$967K Buy
3,784
+364
+11% +$86K 0.28% 71
2023
Q4 		$744K Buy
3,420
+866
+34% +$167K 0.26% 76
2023
Q3 		$464K Buy
2,554
+18
+0.7% +$3.44K 0.2% 100
2023
Q2 		$504K Buy
2,536
+250
+11% +$43.6K 0.21% 95
2023
Q1 		$387K Buy
2,286
+73
+3% +$12K 0.17% 109
2022
Q4 		$320K Buy
2,213
+591
+36% +$82.9K 0.16% 115
2022
Q3 		$204K Sell
1,622
-414
-20% -$55.9K 0.11% 187
2022
Q2 		$251K Buy
+2,036
New +$268K 0.15% 139

Other funds holding LECO

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Everhart Financial Group's LECO Position: Q2 2026 in Review

Everhart Financial Group reduced its Lincoln Electric (LECO) stake by 1.7% in Q2 2026, selling an estimated $21.2K and leaving 4,619 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #138.

Everhart Financial Group first reported a position in LECO in Q2 2022 and has held it in 17 quarters since. 89 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

  • Everhart Financial Group held 4,619 shares of Lincoln Electric worth $1.23M as of Q2 2026.
  • Everhart Financial Group sold 81 Lincoln Electric shares in Q2 2026, an estimated $21.2K.
  • Lincoln Electric made up 0.08% of Everhart Financial Group's portfolio in Q2 2026, its #138 holding.
  • Everhart Financial Group first reported a position in Lincoln Electric in Q2 2022 and has held it in 17 quarters since.
  • 89 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.