Position in LECO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$33,494,285
-$374,275 QoQ
Shares Held
134,472
-4.9% QoQ
Ownership
0.245%
of shares outstanding
% of Portfolio
17.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LECO Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Mar 31, 2026CM WEALTH ADVISORS LLC holds $33,494,285 across 1 Tools & Accessories name. LECO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LECO |
Lincoln Electric Holdings Inc
This page
|
134,472 | $33,494,285 |
All Filings in LECO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,494,285 | 134,472 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $33,868,560 | 141,331 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $33,477,955 | 141,958 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $30,838,228 | 148,747 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $29,460,535 | 155,744 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $29,967,829 | 159,854 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $31,048,481 | 161,694 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $30,501,956 | 161,694 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,915,544 | 7,499 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $38,912,727 | 178,942 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $125,071 | 688 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $35,543,249 | 178,942 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $33,143,092 | 195,997 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $30,205,923 | 209,052 | Shares | Sole | 2023-05-04 | |
| 2022-09-30 | $27,328,636 | 217,377 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $28,218,476 | 228,749 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||