Baron Wealth Management
LII icon

Baron Wealth Management’s Lennox International LII Stock Holding History

Baron 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
Q3 		$216K Sell
609
-105
-15% -$46.2K 0.06% 278
2026
Q2 		$409K Buy
714
+83
+13% +$42.3K 0.11% 142
2026
Q1 		$293K Sell
631
-10
-2% -$5.15K 0.09% 186
2025
Q4 		$311K Sell
641
-68
-10% -$34.1K 0.1% 170
2025
Q3 		$375K Buy
709
+5
+0.7% +$2.92K 0.12% 120
2025
Q2 		$404K Buy
704
+40
+6% +$22.4K 0.14% 104
2025
Q1 		$372K Buy
664
+17
+3% +$10.3K 0.16% 99
2024
Q4 		$394K Buy
647
+3
+0.5% +$1.88K 0.19% 89
2024
Q3 		$389K Buy
644
+6
+0.9% +$3.42K 0.19% 88
2024
Q2 		$341K Buy
638
+7
+1% +$3.45K 0.18% 91
2024
Q1 		$308K Sell
631
-3
-0.5% -$1.36K 0.16% 114
2023
Q4 		$284K Sell
634
-18
-3% -$7.18K 0.16% 117
2023
Q3 		$244K Sell
652
-43
-6% -$15.5K 0.16% 114
2023
Q2 		$227K Buy
+695
New +$196K 0.14% 122

Other funds holding LII

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Baron Wealth Management's LII Position: Q3 2026 in Review

Baron Wealth Management reduced its Lennox International (LII) stake by 15% in Q3 2026, selling an estimated $46.2K and leaving 609 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #278.

Baron Wealth Management first reported a position in LII in Q2 2023 and has held it in 14 quarters since. The position peaked at $409K in Q2 2026. 356 funds tracked by Wall St. Rank hold LII as of Q3 2026.

  • Baron Wealth Management held 609 shares of Lennox International worth $216K as of Q3 2026.
  • Baron Wealth Management sold 105 Lennox International shares in Q3 2026, an estimated $46.2K.
  • Lennox International made up 0.06% of Baron Wealth Management's portfolio in Q3 2026, its #278 holding.
  • Baron Wealth Management first reported a position in Lennox International in Q2 2023 and has held it in 14 quarters since.
  • Baron Wealth Management's Lennox International position peaked at $409K in Q2 2026.
  • 356 funds tracked by Wall St. Rank held Lennox International as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.