SMA Capital’s Lincoln Electric LECO Stock Holding History

SMA Capital’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	-26,000	Closed	-$6.23M	–	106
2025 Q4	$6.23M	Buy	+26,000	New	+$6.16M	2.98%	11

Other funds holding LECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

SMA Capital's LECO Position: Q1 2026 in Review

SMA Capital sold out of Lincoln Electric (LECO) in Q1 2026, closing a stake of 26,000 shares — an estimated $6.23M sold.

SMA Capital first reported a position in LECO in Q4 2025 and held it in 1 quarter. The position peaked at $6.23M in Q4 2025. 690 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

SMA Capital reported no remaining Lincoln Electric position as of Q1 2026 after selling out during the quarter.
SMA Capital sold 26,000 Lincoln Electric shares in Q1 2026, an estimated $6.23M.
SMA Capital first reported a position in Lincoln Electric in Q4 2025 and held it in 1 quarter.
SMA Capital's Lincoln Electric position peaked at $6.23M in Q4 2025.
690 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on SMA Capital's 13F filing for Q1 2026, filed 14 May 2026.