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 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

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

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

WealthPlan Investment Management reduced its Lincoln Electric (LECO) stake by 34% in Q1 2026, selling an estimated $2.34M and leaving 17,184 shares worth $4.28M. The position accounts for 0.24% of the portfolio, ranked #94.

WealthPlan Investment Management first reported a position in LECO in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.5M in Q1 2024. 686 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

WealthPlan Investment Management held 17,184 shares of Lincoln Electric worth $4.28M as of Q1 2026.
WealthPlan Investment Management sold 8,735 Lincoln Electric shares in Q1 2026, an estimated $2.34M.
Lincoln Electric made up 0.24% of WealthPlan Investment Management's portfolio in Q1 2026, its #94 holding.
WealthPlan Investment Management first reported a position in Lincoln Electric in Q4 2022 and has held it in 14 quarters since.
WealthPlan Investment Management's Lincoln Electric position peaked at $10.5M in Q1 2024.
686 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.