Threadgill Financial’s Lincoln Electric LECO Stock Holding History

Threadgill 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 Q2	$6.54M	Buy	24,646 +20,665	+519%	+$5.41M	2.7%	9
2026 Q1	$992K	Sell	3,981 -109	-3%	-$29.2K	0.29%	26
2025 Q4	$980K	Sell	4,090 -127	-3%	-$30.1K	0.4%	29
2025 Q3	$994K	Hold	4,217	–	–	0.48%	33
2025 Q2	$874K	Hold	4,217	–	–	0.47%	29
2025 Q1	$798K	Buy	4,217 +3,000	+247%	+$589K	0.43%	28
2024 Q4	$228K	Hold	1,217	–	–	0.12%	45
2024 Q3	$234K	Hold	1,217	–	–	0.14%	43
2024 Q2	$230K	Sell	1,217 -50	-4%	-$10.9K	0.11%	50
2024 Q1	$324K	Buy	1,267 +67	+6%	+$15.8K	0.14%	51
2023 Q4	$261K	Hold	1,200	–	–	0.17%	40
2023 Q3	$222K	Hold	1,200	–	–	0.17%	41
2023 Q2	$228K	Buy	+1,200	New	+$209K	0.26%	34

Other funds holding LECO

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Threadgill Financial's LECO Position: Q2 2026 in Review

Threadgill Financial increased its Lincoln Electric (LECO) stake by 519% in Q2 2026, buying an estimated $5.41M and bringing the position to 24,646 shares worth $6.54M. The position accounts for 2.7% of the portfolio, ranked #9.

Threadgill Financial first reported a position in LECO in Q2 2023 and has held it in 13 quarters since. 89 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

Threadgill Financial held 24,646 shares of Lincoln Electric worth $6.54M as of Q2 2026.
Threadgill Financial bought 20,665 Lincoln Electric shares in Q2 2026, an estimated $5.41M.
Lincoln Electric made up 2.7% of Threadgill Financial's portfolio in Q2 2026, its #9 holding.
Threadgill Financial first reported a position in Lincoln Electric in Q2 2023 and has held it in 13 quarters since.
89 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on Threadgill Financial's 13F filing for Q2 2026, filed 8 Jul 2026.