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Merewether Investment Management’s Lincoln Electric LECO Stock Holding History

Merewether Investment 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
Q2 		$50.3M Buy
189,326
+95,818
+102% +$25.1M 0.95% 43
2026
Q1 		$23.3M Sell
93,508
-1,292
-1% -$346K 0.45% 60
2025
Q4 		$22.7M Buy
+94,800
New +$22.5M 0.52% 59

Other funds holding LECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Merewether Investment Management's LECO Position: Q2 2026 in Review

Merewether Investment Management increased its Lincoln Electric (LECO) stake by 102% in Q2 2026, buying an estimated $25.1M and bringing the position to 189,326 shares worth $50.3M. The position accounts for 0.95% of the portfolio, ranked #43.

Merewether Investment Management first reported a position in LECO in Q4 2025 and has held it in 3 quarters since. 700 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

  • Merewether Investment Management held 189,326 shares of Lincoln Electric worth $50.3M as of Q2 2026.
  • Merewether Investment Management bought 95,818 Lincoln Electric shares in Q2 2026, an estimated $25.1M.
  • Lincoln Electric made up 0.95% of Merewether Investment Management's portfolio in Q2 2026, its #43 holding.
  • Merewether Investment Management first reported a position in Lincoln Electric in Q4 2025 and has held it in 3 quarters since.
  • 700 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on Merewether Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.