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BCWM
Bartlett & Co Wealth Management’s
Lennox International
LII
Stock Holding History
Bartlett & Co 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
$4.63K
Hold
9
–
–
﹤0.01%
1028
2025
Q4
$4.38K
Hold
9
–
–
﹤0.01%
1031
2025
Q3
$4.78K
Hold
9
–
–
﹤0.01%
1012
2025
Q2
$5.17K
Hold
9
–
–
﹤0.01%
996
2025
Q1
$5.05K
Hold
9
–
–
﹤0.01%
987
2024
Q4
$5.49K
Hold
9
–
–
﹤0.01%
962
2024
Q3
$5.45K
Hold
9
–
–
﹤0.01%
968
2024
Q2
$4.83K
Hold
9
–
–
﹤0.01%
986
2024
Q1
$4.41K
Sell
9
-1,317
-99%
-$599K
﹤0.01%
982
2023
Q4
$595K
Buy
1,326
+1,317
+14,633%
+$525K
0.01%
324
2023
Q3
$3.37K
Hold
9
–
–
﹤0.01%
1034
2023
Q2
$2.94K
Hold
9
–
–
﹤0.01%
1037
2023
Q1
$2.27K
Hold
9
–
–
﹤0.01%
971
2022
Q4
$2.16K
Hold
9
–
–
﹤0.01%
1010
2022
Q3
$2K
Hold
9
–
–
﹤0.01%
1051
2022
Q2
$1.87K
Buy
+9
New
+$1.97K
﹤0.01%
1185
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1-Year Est. Return
VPM
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$1.91T AUM
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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$34B AUM
6.31%
1-Year Est. Return
Citadel Advisors
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$141B AUM
30.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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