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Sivia Capital Partners’s Lincoln Electric LECO Stock Holding History

Sivia Capital Partners’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 		$440K Sell
1,658
-1,292
-44% -$338K 0.05% 380
2026
Q1 		$735K Sell
2,950
-492
-14% -$132K 0.14% 187
2025
Q4 		$825K Buy
3,442
+1,671
+94% +$396K 0.17% 154
2025
Q3 		$418K Buy
1,771
+134
+8% +$31.4K 0.12% 223
2025
Q2 		$339K Buy
+1,637
New +$313K 0.12% 234

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
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

Sivia Capital Partners's LECO Position: Q2 2026 in Review

Sivia Capital Partners reduced its Lincoln Electric (LECO) stake by 44% in Q2 2026, selling an estimated $338K and leaving 1,658 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #380.

Sivia Capital Partners first reported a position in LECO in Q2 2025 and has held it in 5 quarters since. The position peaked at $825K in Q4 2025. 701 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

  • Sivia Capital Partners held 1,658 shares of Lincoln Electric worth $440K as of Q2 2026.
  • Sivia Capital Partners sold 1,292 Lincoln Electric shares in Q2 2026, an estimated $338K.
  • Lincoln Electric made up 0.05% of Sivia Capital Partners's portfolio in Q2 2026, its #380 holding.
  • Sivia Capital Partners first reported a position in Lincoln Electric in Q2 2025 and has held it in 5 quarters since.
  • Sivia Capital Partners's Lincoln Electric position peaked at $825K in Q4 2025.
  • 701 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.