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Naples Global Advisors’s Lincoln Electric LECO Stock Holding History

Naples Global 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 		$2.51M Sell
10,030
-1,354
-12% -$362K 0.18% 142
2025
Q4 		$2.74M Buy
11,384
+1,735
+18% +$411K 0.2% 121
2025
Q3 		$2.28M Buy
9,649
+75
+0.8% +$17.6K 0.18% 140
2025
Q2 		$1.99M Buy
9,574
+200
+2% +$38.2K 0.17% 151
2025
Q1 		$1.78M Buy
9,374
+135
+1% +$26.5K 0.17% 163
2024
Q4 		$1.74M Buy
9,239
+290
+3% +$58.4K 0.16% 165
2024
Q3 		$1.72M Buy
8,949
+1,235
+16% +$237K 0.16% 166
2024
Q2 		$1.46M Buy
7,714
+600
+8% +$130K 0.15% 177
2024
Q1 		$1.82M Sell
7,114
-25
-0.4% -$5.91K 0.19% 157
2023
Q4 		$1.56M Buy
7,139
+575
+9% +$111K 0.17% 163
2023
Q3 		$1.2M Buy
6,564
+5,080
+342% +$970K 0.15% 184
2023
Q2 		$295K Hold
1,484
– – 0.03% 343
2023
Q1 		$251K Hold
1,484
– – 0.03% 356
2022
Q4 		$214K Buy
+1,484
New +$208K 0.03% 373
2022
Q2 		– Sell
-1,484
Closed -$205K – 382
2022
Q1 		$205K Hold
1,484
– – 0.02% 384
2021
Q4 		$207K Buy
+1,484
New +$207K 0.02% 384

Other funds holding LECO

DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
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

Naples Global Advisors's LECO Position: Q1 2026 in Review

Naples Global Advisors reduced its Lincoln Electric (LECO) stake by 12% in Q1 2026, selling an estimated $362K and leaving 10,030 shares worth $2.51M. The position accounts for 0.18% of the portfolio, ranked #142.

Naples Global Advisors first reported a position in LECO in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.74M in Q4 2025. 686 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

  • Naples Global Advisors held 10,030 shares of Lincoln Electric worth $2.51M as of Q1 2026.
  • Naples Global Advisors sold 1,354 Lincoln Electric shares in Q1 2026, an estimated $362K.
  • Lincoln Electric made up 0.18% of Naples Global Advisors's portfolio in Q1 2026, its #142 holding.
  • Naples Global Advisors first reported a position in Lincoln Electric in Q4 2021 and has held it in 16 quarters since.
  • Naples Global Advisors's Lincoln Electric position peaked at $2.74M in Q4 2025.
  • 686 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.