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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
Q2 		$976K Buy
3,673
+461
+14% +$121K 0.02% 589
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

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's LECO Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Lincoln Electric (LECO) stake by 14% in Q2 2026, buying an estimated $121K and bringing the position to 3,673 shares worth $976K. The position accounts for 0.02% of the portfolio, ranked #589.

Mount Yale Investment Advisors first reported a position in LECO in Q2 2023 and has held it in 11 quarters since. 704 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

  • Mount Yale Investment Advisors held 3,673 shares of Lincoln Electric worth $976K as of Q2 2026.
  • Mount Yale Investment Advisors bought 461 Lincoln Electric shares in Q2 2026, an estimated $121K.
  • Lincoln Electric made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #589 holding.
  • Mount Yale Investment Advisors first reported a position in Lincoln Electric in Q2 2023 and has held it in 11 quarters since.
  • 704 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.