LECO β€” Lincoln Electric Holdings

Ownership history in WFA of San Diego, LLC  Β·  10 quarters on record

AI Ownership Summary

WFA of San Diego, LLC reported Lincoln Electric Holdings (LECO) in 10 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 6.75% in 2024 Q2. The latest visible filing shows LECO at 6.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LECO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WFA of San Diego, LLC's position in Lincoln Electric Holdings, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LECO was reported at 6.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.75% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WFA of San Diego, LLC held LECO β€” position size vs. price
% of Fund (quarterly)    LECO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 40,107 β€” 0% 6.46% $9.5M 2026-02-17 $286.34
2025 Q2 ADDED 40,107 +107 +0.3% 6.12% $8.3M 2025-08-15 $234.98
2024 Q3 UNCHANGED 40,000 β€” 0% 6.48% $7.7M 2024-11-13 $206.11
2024 Q2 UNCHANGED 40,000 β€” 0% 6.75% $7.5M 2024-08-14 $184.51
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding LECO

As of 2026 Q1 β€” sorted by position size

ADIRONDACK TRUST CO 3Y 7Y 0.0% MJT & Associates Financial Advisory Group, Inc. 0.0%

FAQ About WFA of San Diego, LLC and LECO

These are the practical questions this page is built to answer before you even open the full history table.

How long has WFA of San Diego, LLC reported owning LECO?

WFA of San Diego, LLC reported LECO across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported LECO position in WFA of San Diego, LLC's portfolio?

The largest reported portfolio weight for LECO was 6.75% in 2024 Q2.

What is the latest reported LECO position on this page?

The most recent filing on this page is 2025 Q4, when WFA of San Diego, LLC reported 40,107 shares, equal to 6.46% of portfolio, with an estimated market value of $9.5M.

What does the chart on this LECO ownership page compare?

The chart compares WFA of San Diego, LLC's quarterly LECO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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