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Mount Yale Investment Advisors’s Lincoln Electric LECO Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$801K Buy
+3,212
New +$859K 0.02% 574
2025
Q3 		– Sell
-2,709
Closed -$562K – 1189
2025
Q2 		$562K Buy
2,709
+56
+2% +$10.7K 0.04% 318
2025
Q1 		$502K Buy
2,653
+144
+6% +$28.3K 0.04% 325
2024
Q4 		$470K Sell
2,509
-79
-3% -$15.9K 0.04% 349
2024
Q3 		$497K Sell
2,588
-53
-2% -$10.2K 0.05% 345
2024
Q2 		$498K Sell
2,641
-252
-9% -$54.7K 0.04% 345
2024
Q1 		$739K Sell
2,893
-39
-1% -$9.21K 0.06% 288
2023
Q4 		$638K Sell
2,932
-123
-4% -$23.7K 0.06% 274
2023
Q3 		$555K Buy
3,055
+690
+29% +$132K 0.06% 287
2023
Q2 		$470K Buy
+2,365
New +$412K 0.05% 318

Other funds holding LECO

DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mount Yale Investment Advisors's LECO Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Lincoln Electric (LECO) in Q1 2026: 3,212 shares worth $801K. The stake represents 0.02% of the portfolio and ranks #574 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in LECO as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in LECO in Q2 2023 and has held it in 10 quarters since. 688 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

  • Mount Yale Investment Advisors held 3,212 shares of Lincoln Electric worth $801K as of Q1 2026.
  • Lincoln Electric was a new Mount Yale Investment Advisors position in Q1 2026.
  • Lincoln Electric made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #574 holding.
  • Mount Yale Investment Advisors first reported a position in Lincoln Electric in Q2 2023 and has held it in 10 quarters since.
  • 688 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.