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CM WEALTH ADVISORS LLC LECO holdings history

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LINCOLN ELECTRIC HOLDINGS · CUSIP 533900106 · CIK 1764581

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, CM WEALTH ADVISORS LLC reported 134.39K LECO (shares), valued at $35.79M, or 6.46% of its reported non-derivative portfolio. Filed 2026-08-10.

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Portfolio weight and quantity history
Reported portfolio weight
6.46%
Shares
134.39K
134,394
Reported value
$35.79M
USD

Shares decreased 0.06%; reported value increased 6.51%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20266.46%134,394SEC filing ↗Filed Aug 10, 2026
Q1 20267.16%134,472SEC filing ↗Filed May 8, 2026
Q4 20257.68%141,331SEC filing ↗Filed Jan 26, 2026
Q3 20258.85%141,958SEC filing ↗Filed Nov 5, 2025
Q2 20259.11%148,747SEC filing ↗Filed Aug 6, 2025
Q1 20259.46%155,744SEC filing ↗Filed Apr 24, 2025
Q4 20249.84%159,854SEC filing ↗Filed Feb 13, 2025
Q3 202410.09%161,694SEC filing ↗Filed Nov 12, 2024
Q2 202414.56%161,694SEC filing ↗Filed Aug 14, 2024
Q1 20240.49%7,499SEC filing ↗Filed May 13, 2024
Q4 202316.78%178,942SEC filing ↗Filed Feb 5, 2024
Q3 20230.04%688SEC filing ↗Filed Nov 16, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20230.04%688$69.77KThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Nov 16, 2023
Q4 202316.78%178,942$39.04MShares increased 25909.01%; reported value increased 55855.76%, and weight changed +16.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 5, 2024
Q1 20240.49%7,499$1.72MShares decreased 95.81%; reported value decreased 95.61%, and weight changed -16.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 13, 2024
Q2 202414.56%161,694$30.62MShares increased 2056.21%; reported value increased 1684.74%, and weight changed +14.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2024
Q3 202410.09%161,694$31.16MShares unchanged; reported value increased 1.79%, and weight changed -4.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 12, 2024
Q4 20249.84%159,854$30.09MShares decreased 1.14%; reported value decreased 3.45%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 13, 2025
Q1 20259.46%155,744$29.58MShares decreased 2.57%; reported value decreased 1.70%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 24, 2025
Q2 20259.11%148,747$30.95MShares decreased 4.49%; reported value increased 4.64%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 6, 2025
Q3 20258.85%141,958$33.58MShares decreased 4.56%; reported value increased 8.51%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 5, 2025
Q4 20257.68%141,331$33.98MShares decreased 0.44%; reported value increased 1.18%, and weight changed -1.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 26, 2026
Q1 20267.16%134,472$33.60MShares decreased 4.85%; reported value decreased 1.12%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 8, 2026
Q2 20266.46%134,394$35.79MShares decreased 0.06%; reported value increased 6.51%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 10, 2026
CM WEALTH ADVISORS LLC · LINCOLN ELECTRIC HOLDINGS

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.