TwinBeech Capital’s Lincoln Electric LECO Stock Holding History

TwinBeech 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
2025 Q2	–	Sell	-36,285	Closed	-$6.86M	–	842
2025 Q1	$6.86M	Sell	36,285 -399	-1%	-$78.3K	0.12%	196
2024 Q4	$6.88M	Sell	36,684 -604	-2%	-$122K	0.12%	192
2024 Q3	$7.16M	Sell	37,288 -4,885	-12%	-$937K	0.14%	181
2024 Q2	$7.96M	Buy	42,173 +15,910	+61%	+$3.45M	0.16%	168
2024 Q1	$6.71M	Buy	+26,263	New	+$6.2M	0.14%	176

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TwinBeech Capital's LECO Position: Q2 2025 in Review

TwinBeech Capital sold out of Lincoln Electric (LECO) in Q2 2025, closing a stake of 36,285 shares — an estimated $6.86M sold.

TwinBeech Capital first reported a position in LECO in Q1 2024 and held it in 5 quarters. The position peaked at $7.96M in Q2 2024. 595 funds tracked by Wall St. Rank hold LECO as of Q2 2025.

TwinBeech Capital reported no remaining Lincoln Electric position as of Q2 2025 after selling out during the quarter.
TwinBeech Capital sold 36,285 Lincoln Electric shares in Q2 2025, an estimated $6.86M.
TwinBeech Capital first reported a position in Lincoln Electric in Q1 2024 and held it in 5 quarters.
TwinBeech Capital's Lincoln Electric position peaked at $7.96M in Q2 2024.
595 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.