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Callan Family Office’s Lennox International LII Stock Holding History

Callan Family Office’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 		$2.19M Buy
3,825
+1,227
+47% +$625K 0.04% 365
2026
Q1 		$1.21M Buy
2,598
+771
+42% +$397K 0.03% 509
2025
Q4 		$887K Buy
1,827
+1,325
+264% +$664K 0.02% 584
2025
Q3 		$266K Sell
502
-27
-5% -$15.8K 0.01% 749
2025
Q2 		$303K Buy
+529
New +$296K 0.01% 770
2025
Q1 		– Sell
-382
Closed -$233K – 607
2024
Q4 		$233K Buy
+382
New +$239K 0.01% 566

Other funds holding LII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Callan Family Office's LII Position: Q2 2026 in Review

Callan Family Office increased its Lennox International (LII) stake by 47% in Q2 2026, buying an estimated $625K and bringing the position to 3,825 shares worth $2.19M. The position accounts for 0.04% of the portfolio, ranked #365.

Callan Family Office first reported a position in LII in Q4 2024 and has held it in 6 quarters since. 649 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • Callan Family Office held 3,825 shares of Lennox International worth $2.19M as of Q2 2026.
  • Callan Family Office bought 1,227 Lennox International shares in Q2 2026, an estimated $625K.
  • Lennox International made up 0.04% of Callan Family Office's portfolio in Q2 2026, its #365 holding.
  • Callan Family Office first reported a position in Lennox International in Q4 2024 and has held it in 6 quarters since.
  • 649 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.