Axxcess Wealth Management’s Lennox International LII Stock Holding History

Axxcess 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 Q1	–	Sell	-491	Closed	-$238K	–	735
2025 Q4	$238K	Sell	491 -72	-13%	-$36.1K	﹤0.01%	931
2025 Q3	$298K	Sell	563 -2	-0.4%	-$1.17K	0.01%	760
2025 Q2	$324K	Sell	565 -163	-22%	-$91.2K	0.01%	698
2025 Q1	$408K	Sell	728 -120	-14%	-$72.7K	0.01%	598
2024 Q4	$517K	Sell	848 -11	-1%	-$6.88K	0.01%	537
2024 Q3	$519K	Sell	859 -22	-2%	-$12.5K	0.01%	544
2024 Q2	$471K	Sell	881 -3	-0.3%	-$1.48K	0.01%	533
2024 Q1	$432K	Sell	884 -8	-0.9%	-$3.64K	0.01%	574
2023 Q4	$399K	Sell	892 -18	-2%	-$7.18K	0.01%	569
2023 Q3	$341K	Buy	910 +82	+10%	+$29.6K	0.01%	569
2023 Q2	$270K	Sell	828 -41	-5%	-$11.6K	0.02%	477
2023 Q1	$218K	Buy	869 +23	+3%	+$5.8K	0.02%	566
2022 Q4	$202K	Buy	+846	New	+$207K	0.02%	564
2022 Q2	–	Sell	-1,023	Closed	-$264K	–	605
2022 Q1	$264K	Sell	1,023 -68	-6%	-$18.7K	0.02%	508
2021 Q4	$354K	Buy	+1,091	New	+$341K	0.03%	439

Other funds holding LII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Axxcess Wealth Management's LII Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Lennox International (LII) in Q1 2026, closing a stake of 491 shares — an estimated $238K sold.

Axxcess Wealth Management first reported a position in LII in Q4 2021 and held it in 15 quarters. The position peaked at $519K in Q3 2024. 627 funds tracked by Wall St. Rank hold LII as of Q1 2026.

Axxcess Wealth Management reported no remaining Lennox International position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 491 Lennox International shares in Q1 2026, an estimated $238K.
Axxcess Wealth Management first reported a position in Lennox International in Q4 2021 and held it in 15 quarters.
Axxcess Wealth Management's Lennox International position peaked at $519K in Q3 2024.
627 funds tracked by Wall St. Rank held Lennox International as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.