IMA Advisory Services’s Lincoln Electric LECO Stock Holding History

IMA Advisory Services’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	$250K	Sell	940 -85	-8%	-$22.2K	0.02%	298
2026 Q1	$256K	Hold	1,025	–	–	0.03%	167
2025 Q4	$246K	Hold	1,025	–	–	0.02%	169
2025 Q3	$242K	Hold	1,025	–	–	0.02%	161
2025 Q2	$213K	Hold	1,025	–	–	0.02%	167
2025 Q1	$195K	Buy	+1,025	New	+$201K	0.02%	172
2024 Q4	–	Sell	-1,025	Closed	-$198K	–	231
2024 Q3	$198K	Buy	+1,025	New	+$197K	0.04%	137
2023 Q4	–	Sell	-1,025	Closed	-$186K	–	179
2023 Q3	$186K	Hold	1,025	–	–	0.05%	134
2023 Q2	$204K	Hold	1,025	–	–	0.05%	132
2023 Q1	$173K	Hold	1,025	–	–	0.04%	134
2022 Q4	$148K	Hold	1,025	–	–	0.04%	146
2022 Q3	$129K	Hold	1,025	–	–	0.03%	147
2022 Q2	$126K	Hold	1,025	–	–	0.03%	159
2022 Q1	$141K	Hold	1,025	–	–	0.03%	133
2021 Q4	$143K	Hold	1,025	–	–	0.03%	140
2021 Q3	$132K	Hold	1,025	–	–	0.03%	136
2021 Q2	$135K	Hold	1,025	–	–	0.03%	135
2021 Q1	$126K	Hold	1,025	–	–	0.03%	131
2020 Q4	$119K	Hold	1,025	–	–	0.03%	124
2020 Q3	$94K	Hold	1,025	–	–	0.03%	136
2020 Q2	$86K	Hold	1,025	–	–	0.03%	136
2020 Q1	$71K	Hold	1,025	–	–	0.03%	137
2019 Q4	$99K	Hold	1,025	–	–	0.04%	128
2019 Q3	$89K	Hold	1,025	–	–	0.03%	131
2019 Q2	$84K	Hold	1,025	–	–	0.03%	133
2019 Q1	$86K	Hold	1,025	–	–	0.03%	137
2018 Q4	$81K	Hold	1,025	–	–	0.04%	141
2018 Q3	$96K	Hold	1,025	–	–	0.04%	134
2018 Q2	$90K	Buy	+1,025	New	+$91.3K	0.04%	137

Other funds holding LECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

IMA Advisory Services's LECO Position: Q2 2026 in Review

IMA Advisory Services reduced its Lincoln Electric (LECO) stake by 8.3% in Q2 2026, selling an estimated $22.2K and leaving 940 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #298.

IMA Advisory Services first reported a position in LECO in Q2 2018 and has held it in 29 quarters since. The position peaked at $256K in Q1 2026. 701 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

IMA Advisory Services held 940 shares of Lincoln Electric worth $250K as of Q2 2026.
IMA Advisory Services sold 85 Lincoln Electric shares in Q2 2026, an estimated $22.2K.
Lincoln Electric made up 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #298 holding.
IMA Advisory Services first reported a position in Lincoln Electric in Q2 2018 and has held it in 29 quarters since.
IMA Advisory Services's Lincoln Electric position peaked at $256K in Q1 2026.
701 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.