Lincoln Electric Holdings, Inc.
MX ˙ BMV ˙ US5339001068
SecurityMX:LECO / Lincoln Electric Holdings, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership31,833 shares
Latest Disclosed Value $ 7,928,964
Cwm, Llc reports 21.92% increase in ownership of LECO / Lincoln Electric Holdings, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 31,833 shares of Lincoln Electric Holdings, Inc. (MX:LECO) valued at $7,928,964 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 26,110 shares of Lincoln Electric Holdings, Inc.. This represents a change in shares of 21.92% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F LINCOLN ELEC HLDGS COM 533900106 31,833 5,723 21.92 7,929 132,033.33 0.0206
2026-01-26 2025-12-31 13F LINCOLN ELEC HLDGS COM 533900106 26,110 1,737 7.13 6 20.00 0.0170
2025-10-15 2025-09-30 13F LINCOLN ELEC HLDGS COM 533900106 24,373 7,483 44.30 6 66.67 0.0173
2025-07-25 2025-06-30 13F LINCOLN ELEC HLDGS COM 533900106 16,890 13,978 480.01 4 0.0123
2025-05-01 2025-03-31 13F LINCOLN ELEC HLDGS COM 533900106 2,912 1,366 88.36 1 0.0022
2025-02-04 2024-12-31 13F LINCOLN ELEC HLDGS COM 533900106 1,546 206 15.37 0 0.0012
2024-10-08 2024-09-30 13F LINCOLN ELEC HLDGS COM 533900106 1,340 627 87.94 0 0.0011
2024-07-10 2024-06-30 13F LINCOLN ELEC HLDGS COM 533900106 713 -674 -48.59 0 0.0006
2024-04-05 2024-03-31 13F LINCOLN ELEC HLDGS COM 533900106 1,387 25 1.84 0 0.0017
2024-02-01 2023-12-31 13F LINCOLN ELEC HLDGS COM 533900106 1,362 32 2.41 0 0.0016
2023-10-11 2023-09-30 13F LINCOLN ELEC HLDGS COM 533900106 1,330 839 170.88 0 0.0015
2023-08-03 2023-06-30 13F LINCOLN ELEC HLDGS COM 533900106 491 -3 -0.61 0 0.0006
2023-05-01 2023-03-31 13F LINCOLN ELEC HLDGS COM 533900106 494 -34 -6.44 0 0.0006
2023-02-01 2022-12-31 13F LINCOLN ELEC HLDGS COM 533900106 528 -83 -13.58 0 -100.00 0.0006
2022-10-27 2022-09-30 13F LINCOLN ELEC HLDGS COM 533900106 611 132 27.56 77 30.51 0.0006
2022-07-28 2022-06-30 13F LINCOLN ELEC HLDGS COM 533900106 479 8 1.70 59 -9.23 0.0005
2022-04-21 2022-03-31 13F LINCOLN ELEC HLDGS COM 533900106 471 290 160.22 65 160.00 0.0005
2022-01-31 2021-12-31 13F LINCOLN ELEC HLDGS COM 533900106 181 0 0.00 25 4.17 0.0002
2021-09-15 2021-06-30 13F/A-1 LINCOLN ELEC HLDGS COM 533900106 181 0 0.00 24 0.00 0.0002
2021-07-29 2021-06-30 13F LINCOLN ELEC HLDGS COM 533900106 181 0 24 0.0002
2021-09-15 2021-03-31 13F/A-1 LINCOLN ELEC HLDGS COM 533900106 181 0 0.00 24 0.00 0.0002
2021-04-27 2021-03-31 13F LINCOLN ELEC HLDGS COM 533900106 181 0 22 0.0002
2021-09-15 2020-12-31 13F/A-1 LINCOLN ELEC HLDGS COM 533900106 181 0 0.00 24 0.00 0.0002
2021-01-27 2020-12-31 13F LINCOLN ELEC HLDGS COM 533900106 116 -65 13 0.0001
2021-09-15 2020-09-30 13F/A-1 LINCOLN ELEC HLDGS COM 533900106 181 0 0.00 24 0.00 0.0002
2020-10-19 2020-09-30 13F LINCOLN ELEC HLDGS COM 533900106 149 -32 14 0.0002
2021-09-15 2020-06-30 13F/A-1 LINCOLN ELEC HLDGS COM 533900106 181 0 0.00 24 0.00 0.0002
2020-07-22 2020-06-30 13F LINCOLN ELEC HLDGS COM 533900106 218 37 18 0.0002
2021-09-15 2020-03-31 13F/A-1 LINCOLN ELEC HLDGS COM 533900106 181 0 0.00 24 0.00 0.0002
2020-04-28 2020-03-31 13F LINCOLN ELEC HLDGS COM 533900106 202 21 14 0.0002
2021-09-14 2019-12-31 13F/A-1 LINCOLN ELEC HLDGS COM 533900106 181 0 0.00 24 0.00 0.0002
2021-09-14 2019-09-30 13F/A-1 LINCOLN ELEC HLDGS COM 533900106 181 0 0.00 24 0.00 0.0002
2021-09-14 2019-06-30 13F/A-1 LINCOLN ELEC HLDGS COM 533900106 181 0 0.00 24 0.00 0.0002
2021-09-02 2019-03-31 13F/A-1 LINCOLN ELEC HLDGS COM 533900106 181 173 2,162.50 24 2,300.00 0.0002
2019-01-25 2018-12-31 13F LINCOLN ELEC HLDGS COM 533900106 8 -3 -27.27 1 0.00 0.0000
2018-10-29 2018-09-30 13F LINCOLN ELEC HLDGS COM 533900106 11 11 1 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.