VELA Investment Management’s Lincoln Electric LECO Stock Holding History

VELA Investment Management’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	$8.63M	Sell	34,635 -3,205	-8%	-$857K	1.98%	9
2025 Q4	$9.07M	Buy	37,840 +2,765	+8%	+$655K	2.13%	7
2025 Q3	$8.27M	Sell	35,075 -4,788	-12%	-$1.12M	2.02%	9
2025 Q2	$8.26M	Buy	39,863 +6,504	+19%	+$1.24M	2.24%	7
2025 Q1	$6.31M	Buy	33,359 +7,113	+27%	+$1.4M	1.98%	10
2024 Q4	$4.92M	Buy	26,246 +1,199	+5%	+$242K	1.37%	14
2024 Q3	$4.81M	Buy	25,047 +6,369	+34%	+$1.22M	1.48%	12
2024 Q2	$3.52M	Buy	18,678 +13,107	+235%	+$2.84M	1.1%	26
2024 Q1	$1.42M	Buy	5,571 +6	+0.1%	+$1.42K	0.48%	67
2023 Q4	$1.21M	Buy	5,565 +9	+0.2%	+$1.74K	0.46%	75
2023 Q3	$1.01M	Buy	+5,556	New	+$1.06M	0.44%	76

Other funds holding LECO

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 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

VELA Investment Management's LECO Position: Q1 2026 in Review

VELA Investment Management reduced its Lincoln Electric (LECO) stake by 8.5% in Q1 2026, selling an estimated $857K and leaving 34,635 shares worth $8.63M. The position accounts for 1.98% of the portfolio, ranked #9.

VELA Investment Management first reported a position in LECO in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.07M in Q4 2025. 687 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

VELA Investment Management held 34,635 shares of Lincoln Electric worth $8.63M as of Q1 2026.
VELA Investment Management sold 3,205 Lincoln Electric shares in Q1 2026, an estimated $857K.
Lincoln Electric made up 1.98% of VELA Investment Management's portfolio in Q1 2026, its #9 holding.
VELA Investment Management first reported a position in Lincoln Electric in Q3 2023 and has held it in 11 quarters since.
VELA Investment Management's Lincoln Electric position peaked at $9.07M in Q4 2025.
687 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on VELA Investment Management's 13F filing for Q1 2026, filed 8 May 2026.