WBI Investments’s Lincoln Electric LECO Stock Holding History

WBI Investments’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	$1.02M	Buy	4,097 +3,077	+302%	+$823K	0.28%	107
2025 Q4	$244K	Sell	1,020 -19	-2%	-$4.5K	0.06%	275
2025 Q3	$245K	Sell	1,039 -86	-8%	-$20.1K	0.06%	276
2025 Q2	$233K	Buy	+1,125	New	+$215K	0.06%	237
2023 Q3	–	Sell	-8,054	Closed	-$1.6M	–	211
2023 Q2	$1.6M	Buy	+8,054	New	+$1.4M	0.29%	102
2021 Q3	–	Sell	-4,388	Closed	-$578K	–	208
2021 Q2	$578K	Buy	+4,388	New	+$562K	0.09%	122
2019 Q4	–	Sell	-3,240	Closed	-$281K	–	224
2019 Q3	$281K	Buy	+3,240	New	+$273K	0.03%	192
2018 Q1	–	Sell	-22,943	Closed	-$2.1M	–	264
2017 Q4	$2.1M	Sell	22,943 -8,108	-26%	-$741K	0.1%	146
2017 Q3	$2.85M	Buy	31,051 +18,446	+146%	+$1.65M	0.13%	109
2017 Q2	$1.16M	Sell	12,605 -3,044	-19%	-$274K	0.05%	197
2017 Q1	$1.36M	Buy	15,649 +7,962	+104%	+$668K	0.06%	184
2016 Q4	$589K	Buy	+7,687	New	+$551K	0.03%	237

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

WBI Investments's LECO Position: Q1 2026 in Review

WBI Investments increased its Lincoln Electric (LECO) stake by 302% in Q1 2026, buying an estimated $823K and bringing the position to 4,097 shares worth $1.02M. The position accounts for 0.28% of the portfolio, ranked #107.

WBI Investments first reported a position in LECO in Q4 2016 and has held it in 12 quarters since. The position peaked at $2.85M in Q3 2017. 687 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

WBI Investments held 4,097 shares of Lincoln Electric worth $1.02M as of Q1 2026.
WBI Investments bought 3,077 Lincoln Electric shares in Q1 2026, an estimated $823K.
Lincoln Electric made up 0.28% of WBI Investments's portfolio in Q1 2026, its #107 holding.
WBI Investments first reported a position in Lincoln Electric in Q4 2016 and has held it in 12 quarters since.
WBI Investments's Lincoln Electric position peaked at $2.85M in Q3 2017.
687 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.