HMS Capital Management’s Lincoln Electric LECO Stock Holding History

HMS Capital 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
2025 Q1	–	Sell	-1,997	Closed	-$374K	–	111
2024 Q4	$374K	Sell	1,997 -4	-0.2%	-$806	0.18%	89
2024 Q3	$384K	Hold	2,001	–	–	0.19%	87
2024 Q2	$377K	Hold	2,001	–	–	0.2%	86
2024 Q1	$511K	Sell	2,001 -4	-0.2%	-$945	0.28%	67
2023 Q4	$436K	Hold	2,005	–	–	0.27%	70
2023 Q3	$365K	Sell	2,005 -51	-2%	-$9.74K	0.24%	71
2023 Q2	$408K	Sell	2,056 -819	-28%	-$143K	0.25%	75
2023 Q1	$486K	Buy	2,875 +192	+7%	+$31.6K	0.31%	62
2022 Q4	$388K	Sell	2,683 -24	-0.9%	-$3.37K	0.22%	68
2022 Q3	$340K	Buy	2,707 +56	+2%	+$7.56K	0.21%	84
2022 Q2	$327K	Sell	2,651 -642	-19%	-$84.5K	0.16%	86
2022 Q1	$454K	Sell	3,293 -36	-1%	-$4.71K	0.19%	96
2021 Q4	$464K	Buy	+3,329	New	+$464K	0.2%	96

Other funds holding LECO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

HMS Capital Management's LECO Position: Q1 2025 in Review

HMS Capital Management sold out of Lincoln Electric (LECO) in Q1 2025, closing a stake of 1,997 shares — an estimated $374K sold.

HMS Capital Management first reported a position in LECO in Q4 2021 and held it in 13 quarters. The position peaked at $511K in Q1 2024. 581 funds tracked by Wall St. Rank hold LECO as of Q1 2025.

HMS Capital Management reported no remaining Lincoln Electric position as of Q1 2025 after selling out during the quarter.
HMS Capital Management sold 1,997 Lincoln Electric shares in Q1 2025, an estimated $374K.
HMS Capital Management first reported a position in Lincoln Electric in Q4 2021 and held it in 13 quarters.
HMS Capital Management's Lincoln Electric position peaked at $511K in Q1 2024.
581 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2025.

Based on HMS Capital Management's 13F filing for Q1 2025, filed 14 May 2025.