OF
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Optimize Financial’s Lincoln Electric LECO Stock Holding History

Optimize Financial’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 		– Sell
-1,314
Closed -$315K – 388
2025
Q4 		$315K Buy
1,314
+16
+1% +$3.79K 0.16% 260
2025
Q3 		$306K Buy
+1,298
New +$304K 0.16% 274
2025
Q1 		– Sell
-1,127
Closed -$211K – 259
2024
Q4 		$211K Buy
+1,127
New +$227K 0.16% 206

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
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 $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Optimize Financial's LECO Position: Q1 2026 in Review

Optimize Financial sold out of Lincoln Electric (LECO) in Q1 2026, closing a stake of 1,314 shares — an estimated $315K sold.

Optimize Financial first reported a position in LECO in Q4 2024 and held it in 3 quarters. The position peaked at $315K in Q4 2025. 690 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

  • Optimize Financial reported no remaining Lincoln Electric position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,314 Lincoln Electric shares in Q1 2026, an estimated $315K.
  • Optimize Financial first reported a position in Lincoln Electric in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Lincoln Electric position peaked at $315K in Q4 2025.
  • 690 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.