MW
LECO icon

Marcum Wealth’s Lincoln Electric LECO Stock Holding History

Marcum Wealth’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 		$530K Sell
2,800
-1,769
-39% -$347K 0.05% 185
2024
Q4 		$857K Buy
4,569
+668
+17% +$135K 0.07% 129
2024
Q3 		$749K Sell
3,901
-7
-0.2% -$1.34K 0.07% 142
2024
Q2 		$737K Hold
3,908
– – 0.07% 137
2024
Q1 		$998K Sell
3,908
-659
-14% -$156K 0.1% 102
2023
Q4 		$993K Buy
4,567
+8
+0.2% +$1.54K 0.11% 97
2023
Q3 		$829K Sell
4,559
-1
-0% -$191 0.1% 106
2023
Q2 		$906K Buy
4,560
+27
+0.6% +$4.7K 0.11% 101
2023
Q1 		$767K Buy
4,533
+314
+7% +$51.8K 0.1% 123
2022
Q4 		$610K Buy
4,219
+5
+0.1% +$701 0.08% 142
2022
Q3 		$530K Buy
4,214
+11
+0.3% +$1.48K 0.08% 149
2022
Q2 		$518K Hold
4,203
– – 0.08% 153
2022
Q1 		$579K Hold
4,203
– – 0.08% 144
2021
Q4 		$586K Hold
4,203
– – 0.08% 156
2021
Q3 		$541K Buy
4,203
+284
+7% +$38.6K 0.09% 143
2021
Q2 		$516K Buy
3,919
+493
+14% +$63.1K 0.08% 141
2021
Q1 		$421K Sell
3,426
-364
-10% -$43.5K 0.07% 170
2020
Q4 		$441K Hold
3,790
– – 0.1% 72
2020
Q3 		$349K Buy
+3,790
New +$349K 0.11% 71

Other funds holding LECO

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Marcum Wealth's LECO Position: Q1 2025 in Review

Marcum Wealth reduced its Lincoln Electric (LECO) stake by 39% in Q1 2025, selling an estimated $347K and leaving 2,800 shares worth $530K. The position accounts for 0.05% of the portfolio, ranked #185.

Marcum Wealth first reported a position in LECO in Q3 2020 and has held it in 19 quarters since. The position peaked at $998K in Q1 2024. 582 funds tracked by Wall St. Rank hold LECO as of Q1 2025.

  • Marcum Wealth held 2,800 shares of Lincoln Electric worth $530K as of Q1 2025.
  • Marcum Wealth sold 1,769 Lincoln Electric shares in Q1 2025, an estimated $347K.
  • Lincoln Electric made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #185 holding.
  • Marcum Wealth first reported a position in Lincoln Electric in Q3 2020 and has held it in 19 quarters since.
  • Marcum Wealth's Lincoln Electric position peaked at $998K in Q1 2024.
  • 582 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.