4J Wealth Management’s Lennox International LII Stock Holding History

4J Wealth Management’s Portfolio LII Stock Details LII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$270K	Sell	471 -30	-6%	-$15.3K	0.13%	90
2026 Q1	$233K	Hold	501	–	–	0.13%	92
2025 Q4	$243K	Hold	501	–	–	0.14%	89
2025 Q3	$265K	Hold	501	–	–	0.16%	84
2025 Q2	$287K	Hold	501	–	–	0.19%	74
2025 Q1	$281K	Hold	501	–	–	0.22%	73
2024 Q4	$305K	Hold	501	–	–	0.25%	68
2024 Q3	$303K	Hold	501	–	–	0.23%	68
2024 Q2	$268K	Hold	501	–	–	0.22%	71
2024 Q1	$245K	Hold	501	–	–	0.21%	81
2023 Q4	$224K	Buy	+501	New	+$200K	0.2%	78

Other funds holding LII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

4J Wealth Management's LII Position: Q2 2026 in Review

4J Wealth Management reduced its Lennox International (LII) stake by 6% in Q2 2026, selling an estimated $15.3K and leaving 471 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #90.

4J Wealth Management first reported a position in LII in Q4 2023 and has held it in 11 quarters since. The position peaked at $305K in Q4 2024. 651 funds tracked by Wall St. Rank hold LII as of Q2 2026.

4J Wealth Management held 471 shares of Lennox International worth $270K as of Q2 2026.
4J Wealth Management sold 30 Lennox International shares in Q2 2026, an estimated $15.3K.
Lennox International made up 0.13% of 4J Wealth Management's portfolio in Q2 2026, its #90 holding.
4J Wealth Management first reported a position in Lennox International in Q4 2023 and has held it in 11 quarters since.
4J Wealth Management's Lennox International position peaked at $305K in Q4 2024.
651 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.