USA Financial Formulas’s Lincoln Electric LECO Stock Holding History

USA Financial Formulas’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	$159K	Buy	640 +638	+31,900%	+$171K	0.03%	144
2025 Q4	$479	Buy	+2	New	+$474	﹤0.01%	387
2024 Q2	–	Sell	-163	Closed	-$41.6K	–	351
2024 Q1	$41.6K	Buy	163 +153	+1,530%	+$36.1K	0.01%	247
2023 Q4	$2.17K	Sell	10 -526	-98%	-$101K	﹤0.01%	292
2023 Q3	$97.4K	Buy	536 +257	+92%	+$49.1K	0.15%	151
2023 Q2	$55.4K	Buy	+279	New	+$48.6K	0.09%	153
2021 Q4	–	Sell	-2,701	Closed	-$348K	–	445
2021 Q3	$348K	Buy	+2,701	New	+$367K	0.31%	99
2015 Q3	–	Sell	-32,990	Closed	-$2.01M	–	155
2015 Q2	$2.01M	Buy	+32,990	New	+$2.19M	0.62%	49

Other funds holding LECO

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

USA Financial Formulas's LECO Position: Q1 2026 in Review

USA Financial Formulas increased its Lincoln Electric (LECO) stake by 31,900% in Q1 2026, buying an estimated $171K and bringing the position to 640 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #144.

USA Financial Formulas first reported a position in LECO in Q2 2015 and has held it in 8 quarters since. The position peaked at $2.01M in Q2 2015. 686 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

USA Financial Formulas held 640 shares of Lincoln Electric worth $159K as of Q1 2026.
USA Financial Formulas bought 638 Lincoln Electric shares in Q1 2026, an estimated $171K.
Lincoln Electric made up 0.03% of USA Financial Formulas's portfolio in Q1 2026, its #144 holding.
USA Financial Formulas first reported a position in Lincoln Electric in Q2 2015 and has held it in 8 quarters since.
USA Financial Formulas's Lincoln Electric position peaked at $2.01M in Q2 2015.
686 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.