Oak Thistle LLC’s Lincoln Electric LECO Stock Holding History

Oak Thistle LLC’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	$5.88M	Buy	23,623 +17,021	+258%	+$4.55M	0.57%	22
2025 Q4	$1.58M	Buy	6,602 +2,277	+53%	+$539K	0.22%	180
2025 Q3	$1.02M	Buy	+4,325	New	+$1.01M	0.16%	260
2025 Q1	–	Sell	-5,906	Closed	-$1.11M	–	496
2024 Q4	$1.11M	Buy	5,906 +1,227	+26%	+$247K	0.33%	109
2024 Q3	$898K	Buy	4,679 +3,213	+219%	+$616K	0.29%	127
2024 Q2	$277K	Sell	1,466 -335	-19%	-$72.7K	0.21%	225
2024 Q1	$460K	Sell	1,801 -664	-27%	-$157K	0.41%	86
2023 Q4	$536K	Sell	2,465 -940	-28%	-$181K	0.15%	276
2023 Q3	$619K	Sell	3,405 -343	-9%	-$65.5K	0.18%	232
2023 Q2	$744K	Buy	3,748 +533	+17%	+$92.9K	0.39%	84
2023 Q1	$544K	Buy	+3,215	New	+$530K	0.32%	116
2022 Q3	–	Sell	-1,914	Closed	-$236K	–	186
2022 Q2	$236K	Buy	+1,914	New	+$252K	0.46%	121

Other funds holding LECO

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oak Thistle LLC's LECO Position: Q1 2026 in Review

Oak Thistle LLC increased its Lincoln Electric (LECO) stake by 258% in Q1 2026, buying an estimated $4.55M and bringing the position to 23,623 shares worth $5.88M. The position accounts for 0.57% of the portfolio, ranked #22.

Oak Thistle LLC first reported a position in LECO in Q2 2022 and has held it in 12 quarters since. 686 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

Oak Thistle LLC held 23,623 shares of Lincoln Electric worth $5.88M as of Q1 2026.
Oak Thistle LLC bought 17,021 Lincoln Electric shares in Q1 2026, an estimated $4.55M.
Lincoln Electric made up 0.57% of Oak Thistle LLC's portfolio in Q1 2026, its #22 holding.
Oak Thistle LLC first reported a position in Lincoln Electric in Q2 2022 and has held it in 12 quarters since.
686 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.