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WealthPlan Investment Management’s Lincoln Electric LECO Stock Holding History

WealthPlan 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
Q2 		$3.49M Sell
13,133
-4,051
-24% -$1.06M 0.17% 114
2026
Q1 		$4.28M Sell
17,184
-8,735
-34% -$2.34M 0.24% 94
2025
Q4 		$6.21M Sell
25,919
-17,716
-41% -$4.2M 0.4% 74
2025
Q3 		$10.3M Sell
43,635
-2,809
-6% -$658K 0.68% 53
2025
Q2 		$9.63M Buy
46,444
+5,281
+13% +$1.01M 0.7% 49
2025
Q1 		$7.79M Sell
41,163
-709
-2% -$139K 0.77% 51
2024
Q4 		$7.85M Buy
41,872
+943
+2% +$190K 0.78% 45
2024
Q3 		$7.86M Buy
40,929
+340
+0.8% +$65.2K 0.8% 45
2024
Q2 		$7.66M Sell
40,589
-702
-2% -$152K 1.16% 34
2024
Q1 		$10.5M Sell
41,291
-2,097
-5% -$495K 1.61% 18
2023
Q4 		$9.44M Buy
43,388
+3,547
+9% +$684K 1.51% 17
2023
Q3 		$7.24M Buy
39,841
+19,683
+98% +$3.76M 1.28% 30
2023
Q2 		$4M Sell
20,158
-17,220
-46% -$3M 1.19% 35
2023
Q1 		$6.32M Sell
37,378
-20,463
-35% -$3.37M 1.09% 39
2022
Q4 		$10.1M Buy
+57,841
New +$8.11M 0.7% 49

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

WealthPlan Investment Management's LECO Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Lincoln Electric (LECO) stake by 24% in Q2 2026, selling an estimated $1.06M and leaving 13,133 shares worth $3.49M. The position accounts for 0.17% of the portfolio, ranked #114.

WealthPlan Investment Management first reported a position in LECO in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.5M in Q1 2024. 703 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

  • WealthPlan Investment Management held 13,133 shares of Lincoln Electric worth $3.49M as of Q2 2026.
  • WealthPlan Investment Management sold 4,051 Lincoln Electric shares in Q2 2026, an estimated $1.06M.
  • Lincoln Electric made up 0.17% of WealthPlan Investment Management's portfolio in Q2 2026, its #114 holding.
  • WealthPlan Investment Management first reported a position in Lincoln Electric in Q4 2022 and has held it in 15 quarters since.
  • WealthPlan Investment Management's Lincoln Electric position peaked at $10.5M in Q1 2024.
  • 703 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.