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Waverly Advisors’s Lincoln Electric LECO Stock Holding History

Waverly 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 		$395K Sell
1,489
-787
-35% -$206K ﹤0.01% 1277
2026
Q1 		$567K Buy
2,276
+1,042
+84% +$279K ﹤0.01% 1024
2025
Q4 		$296K Buy
+1,234
New +$292K ﹤0.01% 1211

Other funds holding LECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Waverly Advisors's LECO Position: Q2 2026 in Review

Waverly Advisors reduced its Lincoln Electric (LECO) stake by 35% in Q2 2026, selling an estimated $206K and leaving 1,489 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Waverly Advisors first reported a position in LECO in Q4 2025 and has held it in 3 quarters since. The position peaked at $567K in Q1 2026. 701 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

  • Waverly Advisors held 1,489 shares of Lincoln Electric worth $395K as of Q2 2026.
  • Waverly Advisors sold 787 Lincoln Electric shares in Q2 2026, an estimated $206K.
  • Lincoln Electric made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1277 holding.
  • Waverly Advisors first reported a position in Lincoln Electric in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Lincoln Electric position peaked at $567K in Q1 2026.
  • 701 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.