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Apella Capital’s Lennox International LII Stock Holding History

Apella Capital’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
Q3 		$255K Buy
710
+183
+35% +$80.6K ﹤0.01% 676
2026
Q2 		$294K Buy
527
+11
+2% +$5.6K ﹤0.01% 585
2026
Q1 		$251K Sell
516
-26
-5% -$13.4K ﹤0.01% 600
2025
Q4 		$263K Buy
542
+1
+0.2% +$501 0.01% 469
2025
Q3 		$283K Buy
+541
New +$316K 0.01% 401

Other funds holding LII

HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Apella Capital's LII Position: Q3 2026 in Review

Apella Capital increased its Lennox International (LII) stake by 35% in Q3 2026, buying an estimated $80.6K and bringing the position to 710 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Apella Capital first reported a position in LII in Q3 2025 and has held it in 5 quarters since. The position peaked at $294K in Q2 2026. 17 funds tracked by Wall St. Rank hold LII as of Q3 2026.

  • Apella Capital held 710 shares of Lennox International worth $255K as of Q3 2026.
  • Apella Capital bought 183 Lennox International shares in Q3 2026, an estimated $80.6K.
  • Lennox International made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #676 holding.
  • Apella Capital first reported a position in Lennox International in Q3 2025 and has held it in 5 quarters since.
  • Apella Capital's Lennox International position peaked at $294K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Lennox International as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.