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 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

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Baron Wealth Management's LII Position: Q2 2026 in Review

Baron Wealth Management increased its Lennox International (LII) stake by 13% in Q2 2026, buying an estimated $42.3K and bringing the position to 714 shares worth $409K. The position accounts for 0.11% of the portfolio, ranked #142.

Baron Wealth Management first reported a position in LII in Q2 2023 and has held it in 13 quarters since. 104 funds tracked by Wall St. Rank hold LII as of Q2 2026.

Baron Wealth Management held 714 shares of Lennox International worth $409K as of Q2 2026.
Baron Wealth Management bought 83 Lennox International shares in Q2 2026, an estimated $42.3K.
Lennox International made up 0.11% of Baron Wealth Management's portfolio in Q2 2026, its #142 holding.
Baron Wealth Management first reported a position in Lennox International in Q2 2023 and has held it in 13 quarters since.
104 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.