Summit Trail Advisors’s Lincoln Electric LECO Stock Holding History

Summit Trail Advisors’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	$3.59M	Buy	13,512 +402	+3%	+$105K	0.05%	284
2026 Q1	$3.27M	Buy	13,110 +2,941	+29%	+$787K	0.05%	275
2025 Q4	$2.44M	Sell	10,169 -531	-5%	-$126K	0.04%	303
2025 Q3	$2.53M	Buy	10,700 +4,035	+61%	+$945K	0.03%	325
2025 Q2	$1.39M	Buy	+6,665	New	+$1.27M	0.02%	362
2018 Q1	–	Sell	-72	Closed	-$7K	–	1125
2017 Q4	$7K	Buy	+72	New	+$6.58K	﹤0.01%	1324

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Summit Trail Advisors's LECO Position: Q2 2026 in Review

Summit Trail Advisors increased its Lincoln Electric (LECO) stake by 3.1% in Q2 2026, buying an estimated $105K and bringing the position to 13,512 shares worth $3.59M. The position accounts for 0.05% of the portfolio, ranked #284.

Summit Trail Advisors first reported a position in LECO in Q4 2017 and has held it in 6 quarters since. 701 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

Summit Trail Advisors held 13,512 shares of Lincoln Electric worth $3.59M as of Q2 2026.
Summit Trail Advisors bought 402 Lincoln Electric shares in Q2 2026, an estimated $105K.
Lincoln Electric made up 0.05% of Summit Trail Advisors's portfolio in Q2 2026, its #284 holding.
Summit Trail Advisors first reported a position in Lincoln Electric in Q4 2017 and has held it in 6 quarters since.
701 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.