Fayez Sarofim & Co’s Lincoln Electric LECO Stock Holding History

Fayez Sarofim & Co’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	$25.6M	Sell	102,751 -3,600	-3%	-$963K	0.07%	72
2025 Q4	$25.5M	Sell	106,351 -98,713	-48%	-$23.4M	0.06%	80
2025 Q3	$48.4M	Sell	205,064 -4,050	-2%	-$948K	0.11%	75
2025 Q2	$43.4M	Sell	209,114 -35,000	-14%	-$6.69M	0.1%	79
2025 Q1	$46.2M	Sell	244,114 -30,000	-11%	-$5.89M	0.11%	79
2024 Q4	$51.4M	Sell	274,114 -15,000	-5%	-$3.02M	0.12%	80
2024 Q3	$55.5M	Buy	289,114 +11,367	+4%	+$2.18M	0.14%	75
2024 Q2	$52.4M	Buy	277,747 +99,397	+56%	+$21.6M	0.14%	75
2024 Q1	$45.6M	Hold	178,350	–	–	0.14%	73
2023 Q4	$41.3M	Sell	178,350 -4,500	-2%	-$868K	0.13%	72
2023 Q3	$33.2M	Buy	182,850 +35,550	+24%	+$6.79M	0.11%	72
2023 Q2	$29.3M	Sell	147,300 -108,900	-43%	-$19M	0.1%	73
2023 Q1	$43.3M	Buy	256,200 +26,500	+12%	+$4.37M	0.15%	71
2022 Q4	$33.2M	Hold	229,700	–	–	0.12%	74
2022 Q3	$28.9M	Hold	229,700	–	–	0.11%	73
2022 Q2	$28.3M	Hold	229,700	–	–	0.1%	78
2022 Q1	$31.7M	Buy	229,700 +1,000	+0.4%	+$131K	0.1%	79
2021 Q4	$31.9M	Hold	228,700	–	–	0.1%	82
2021 Q3	$29.5M	Hold	228,700	–	–	0.1%	82
2021 Q2	$30.1M	Hold	228,700	–	–	0.1%	80
2021 Q1	$28.1M	Sell	228,700 -500	-0.2%	-$59.7K	0.1%	77
2020 Q4	$26.6M	Sell	229,200 -300	-0.1%	-$32.9K	0.1%	76
2020 Q3	$21.1M	Sell	229,500 -8,000	-3%	-$738K	0.09%	78
2020 Q2	$20M	Hold	237,500	–	–	0.09%	79
2020 Q1	$16.4M	Sell	237,500 -2,000	-0.8%	-$171K	0.1%	73
2019 Q4	$23.2M	Sell	239,500 -200	-0.1%	-$18.2K	0.11%	76
2019 Q3	$20.8M	Hold	239,700	–	–	0.11%	76
2019 Q2	$19.7M	Hold	239,700	–	–	0.1%	76
2019 Q1	$20.1M	Hold	239,700	–	–	0.11%	76
2018 Q4	$18.9M	Hold	239,700	–	–	0.11%	75
2018 Q3	$22.4M	Hold	239,700	–	–	0.12%	73
2018 Q2	$21M	Hold	239,700	–	–	0.11%	74
2018 Q1	$21.6M	Hold	239,700	–	–	0.12%	72
2017 Q4	$22M	Sell	239,700 -16,000	-6%	-$1.46M	0.11%	72
2017 Q3	$23.4M	Hold	255,700	–	–	0.12%	74
2017 Q2	$23.5M	Sell	255,700 -500	-0.2%	-$45K	0.13%	76
2017 Q1	$22.3M	Hold	256,200	–	–	0.12%	77
2016 Q4	$19.6M	Hold	256,200	–	–	0.11%	80
2016 Q3	$16M	Hold	256,200	–	–	0.09%	83
2016 Q2	$15.1M	Buy	256,200 +8,000	+3%	+$482K	0.08%	82
2016 Q1	$14.5M	Hold	248,200	–	–	0.08%	86
2015 Q4	$12.9M	Hold	248,200	–	–	0.07%	84
2015 Q3	$13M	Hold	248,200	–	–	0.08%	87
2015 Q2	$15.1M	Hold	248,200	–	–	0.08%	84
2015 Q1	$16.2M	Hold	248,200	–	–	0.08%	81
2014 Q4	$17.1M	Hold	248,200	–	–	0.08%	81
2014 Q3	$17.2M	Hold	248,200	–	–	0.08%	79
2014 Q2	$17.3M	Hold	248,200	–	–	0.08%	78
2014 Q1	$17.9M	Hold	248,200	–	–	0.09%	76
2013 Q4	$17.7M	Buy	+248,200	New	+$17.4M	0.08%	78
2013 Q2	$14.1M	Buy	+246,000	New	+$13.7M	0.07%	76

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

Fayez Sarofim & Co's LECO Position: Q1 2026 in Review

Fayez Sarofim & Co reduced its Lincoln Electric (LECO) stake by 3.4% in Q1 2026, selling an estimated $963K and leaving 102,751 shares worth $25.6M. The position accounts for 0.07% of the portfolio, ranked #72.

Fayez Sarofim & Co first reported a position in LECO in Q2 2013 and has held it in 51 quarters since. The position peaked at $55.5M in Q3 2024. 686 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

Fayez Sarofim & Co held 102,751 shares of Lincoln Electric worth $25.6M as of Q1 2026.
Fayez Sarofim & Co sold 3,600 Lincoln Electric shares in Q1 2026, an estimated $963K.
Lincoln Electric made up 0.07% of Fayez Sarofim & Co's portfolio in Q1 2026, its #72 holding.
Fayez Sarofim & Co first reported a position in Lincoln Electric in Q2 2013 and has held it in 51 quarters since.
Fayez Sarofim & Co's Lincoln Electric position peaked at $55.5M in Q3 2024.
686 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on Fayez Sarofim & Co's 13F filing for Q1 2026, filed 15 May 2026.