Osterweis Capital Management’s Lincoln Electric LECO Stock Holding History

Osterweis Capital Management’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
2025 Q1	–	Sell	-1,800	Closed	-$337K	–	349
2024 Q4	$337K	Hold	1,800	–	–	0.02%	120
2024 Q3	$346K	Hold	1,800	–	–	0.02%	119
2024 Q2	$340K	Hold	1,800	–	–	0.02%	119
2024 Q1	$460K	Sell	1,800 -400	-18%	-$94.5K	0.03%	109
2023 Q4	$478K	Hold	2,200	–	–	0.03%	111
2023 Q3	$400K	Hold	2,200	–	–	0.03%	114
2023 Q2	$437K	Hold	2,200	–	–	0.03%	118
2023 Q1	$372K	Hold	2,200	–	–	0.03%	123
2022 Q4	$318K	Sell	2,200 -152,160	-99%	-$21.3M	0.02%	124
2022 Q3	$19.4M	Buy	154,360 +38,530	+33%	+$5.2M	1.46%	25
2022 Q2	$14.3M	Sell	115,830 -1,015	-0.9%	-$134K	1.07%	29
2022 Q1	$16.1M	Buy	116,845 +2,414	+2%	+$316K	0.89%	39
2021 Q4	$16M	Buy	+114,431	New	+$15.9M	0.8%	43

Other funds holding LECO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Osterweis Capital Management's LECO Position: Q1 2025 in Review

Osterweis Capital Management sold out of Lincoln Electric (LECO) in Q1 2025, closing a stake of 1,800 shares — an estimated $337K sold.

Osterweis Capital Management first reported a position in LECO in Q4 2021 and held it in 13 quarters. The position peaked at $19.4M in Q3 2022. 582 funds tracked by Wall St. Rank hold LECO as of Q1 2025.

Osterweis Capital Management reported no remaining Lincoln Electric position as of Q1 2025 after selling out during the quarter.
Osterweis Capital Management sold 1,800 Lincoln Electric shares in Q1 2025, an estimated $337K.
Osterweis Capital Management first reported a position in Lincoln Electric in Q4 2021 and held it in 13 quarters.
Osterweis Capital Management's Lincoln Electric position peaked at $19.4M in Q3 2022.
582 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2025.

Based on Osterweis Capital Management's 13F filing for Q1 2025, filed 14 May 2025.