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Forum Financial Management’s Lincoln Electric LECO Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-997
Closed -$239K – 693
2025
Q4 		$239K Hold
997
– – ﹤0.01% 870
2025
Q3 		$235K Buy
+997
New +$233K ﹤0.01% 874

Other funds holding LECO

DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Forum Financial Management's LECO Position: Q1 2026 in Review

Forum Financial Management sold out of Lincoln Electric (LECO) in Q1 2026, closing a stake of 997 shares — an estimated $239K sold.

Forum Financial Management first reported a position in LECO in Q3 2025 and held it in 2 quarters. The position peaked at $239K in Q4 2025. 686 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

  • Forum Financial Management reported no remaining Lincoln Electric position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 997 Lincoln Electric shares in Q1 2026, an estimated $239K.
  • Forum Financial Management first reported a position in Lincoln Electric in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Lincoln Electric position peaked at $239K in Q4 2025.
  • 686 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.