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Executive Wealth Management’s Lincoln Electric LECO Stock Holding History

Executive 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
2024
Q4 		$8.09M Buy
43,136
+1,325
+3% +$267K 0.63% 50
2024
Q3 		$8.03M Buy
+41,811
New +$8.02M 0.63% 51
2024
Q2 		– Sell
-41,743
Closed -$10.5M – 200
2024
Q1 		$10.5M Buy
41,743
+131
+0.3% +$30.9K 0.92% 26
2023
Q4 		$9.05M Buy
41,612
+6,273
+18% +$1.21M 0.85% 38
2023
Q3 		$6.42M Buy
35,339
+2,278
+7% +$435K 0.67% 53
2023
Q2 		$6.57M Buy
33,061
+131
+0.4% +$22.8K 0.68% 51
2023
Q1 		$5.57M Buy
32,930
+17,543
+114% +$2.89M 0.62% 55
2022
Q4 		$2.22M Buy
15,387
+13,462
+699% +$1.89M 0.27% 80
2022
Q3 		$1.93K Sell
1,925
-13,323
-87% -$1.8M 0.27% 80
2022
Q2 		$1.88M Buy
15,248
+65
+0.4% +$8.56K 0.25% 79
2022
Q1 		$2.09M Buy
15,183
+62
+0.4% +$8.12K 0.23% 85
2021
Q4 		$2.11M Buy
15,121
+56
+0.4% +$7.8K 0.21% 92
2021
Q3 		$1.94M Buy
15,065
+57
+0.4% +$7.75K 0.21% 91
2021
Q2 		$1.98M Buy
15,008
+63
+0.4% +$8.07K 0.22% 90
2021
Q1 		$1.84M Buy
14,945
+65
+0.4% +$7.77K 0.22% 90
2020
Q4 		$1.73M Buy
14,880
+74
+0.5% +$8.11K 0.21% 90
2020
Q3 		$1.36M Buy
14,806
+81
+0.6% +$7.47K 0.19% 87
2020
Q2 		$1.24M Buy
14,725
+97
+0.7% +$7.67K 0.19% 74
2020
Q1 		$1.01M Buy
14,628
+74
+0.5% +$6.34K 0.18% 71
2019
Q4 		$1.41M Buy
14,554
+7
+0% +$637 0.19% 76
2019
Q3 		$1.26M Buy
14,547
+81
+0.6% +$6.82K 0.19% 77
2019
Q2 		$1.19M Buy
14,466
+2,252
+18% +$187K 0.17% 95
2019
Q1 		$1.02M Hold
12,214
– – 0.18% 93
2018
Q4 		$963K Buy
+12,214
New +$1.01M 0.17% 82

Other funds holding LECO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Executive Wealth Management's LECO Position: Q4 2024 in Review

Executive Wealth Management increased its Lincoln Electric (LECO) stake by 3.2% in Q4 2024, buying an estimated $267K and bringing the position to 43,136 shares worth $8.09M. The position accounts for 0.63% of the portfolio, ranked #50.

Executive Wealth Management first reported a position in LECO in Q4 2018 and has held it in 24 quarters since. The position peaked at $10.5M in Q1 2024. 549 funds tracked by Wall St. Rank hold LECO as of Q4 2024.

  • Executive Wealth Management held 43,136 shares of Lincoln Electric worth $8.09M as of Q4 2024.
  • Executive Wealth Management bought 1,325 Lincoln Electric shares in Q4 2024, an estimated $267K.
  • Lincoln Electric made up 0.63% of Executive Wealth Management's portfolio in Q4 2024, its #50 holding.
  • Executive Wealth Management first reported a position in Lincoln Electric in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's Lincoln Electric position peaked at $10.5M in Q1 2024.
  • 549 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.