Marietta Investment Partners’s Lincoln Electric LECO Stock Holding History

Marietta Investment Partners’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 Q3	–	Sell	-1,540	Closed	-$319K	–	171
2025 Q2	$319K	Sell	1,540 -5,624	-79%	-$1.08M	0.07%	137
2025 Q1	$1.36M	Sell	7,164 -132	-2%	-$25.9K	0.33%	68
2024 Q4	$1.37M	Sell	7,296 -400	-5%	-$80.6K	0.3%	67
2024 Q3	$1.48M	Sell	7,696 -3,333	-30%	-$639K	0.31%	70
2024 Q2	$2.08M	Hold	11,029	–	–	0.46%	55
2024 Q1	$2.82M	Hold	11,029	–	–	0.62%	46
2023 Q4	$2.4M	Buy	11,029 +691	+7%	+$133K	0.6%	45
2023 Q3	$1.88M	Sell	10,338 -2	-0%	-$382	0.53%	49
2023 Q2	$2.05M	Sell	10,340 -880	-8%	-$153K	0.53%	48
2023 Q1	$1.9M	Buy	11,220 +124	+1%	+$20.4K	0.53%	45
2022 Q4	$1.6M	Buy	11,096 +4,490	+68%	+$630K	0.45%	49
2022 Q3	$942K	Buy	+6,606	New	+$891K	0.28%	72

Other funds holding LECO

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

Marietta Investment Partners's LECO Position: Q3 2025 in Review

Marietta Investment Partners sold out of Lincoln Electric (LECO) in Q3 2025, closing a stake of 1,540 shares — an estimated $319K sold.

Marietta Investment Partners first reported a position in LECO in Q3 2022 and held it in 12 quarters. The position peaked at $2.82M in Q1 2024. 629 funds tracked by Wall St. Rank hold LECO as of Q3 2025.

Marietta Investment Partners reported no remaining Lincoln Electric position as of Q3 2025 after selling out during the quarter.
Marietta Investment Partners sold 1,540 Lincoln Electric shares in Q3 2025, an estimated $319K.
Marietta Investment Partners first reported a position in Lincoln Electric in Q3 2022 and held it in 12 quarters.
Marietta Investment Partners's Lincoln Electric position peaked at $2.82M in Q1 2024.
629 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2025.

Based on Marietta Investment Partners's 13F filing for Q3 2025, filed 12 Nov 2025.