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Carolina Wealth Advisors’s Lennox International LII Stock Holding History

Carolina Wealth Advisors’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
-2,073
Closed -$1.01M – 310
2025
Q4 		$1.01M Buy
2,073
+13
+0.6% +$6.51K 0.45% 46
2025
Q3 		$1.09M Buy
2,060
+240
+13% +$140K 0.47% 46
2025
Q2 		$1.04M Buy
1,820
+445
+32% +$249K 0.51% 39
2025
Q1 		$771K Buy
+1,375
New +$832K 0.42% 42

Other funds holding LII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
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
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carolina Wealth Advisors's LII Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Lennox International (LII) in Q1 2026, closing a stake of 2,073 shares — an estimated $1.01M sold.

Carolina Wealth Advisors first reported a position in LII in Q1 2025 and held it in 4 quarters. The position peaked at $1.09M in Q3 2025. 627 funds tracked by Wall St. Rank hold LII as of Q1 2026.

  • Carolina Wealth Advisors reported no remaining Lennox International position as of Q1 2026 after selling out during the quarter.
  • Carolina Wealth Advisors sold 2,073 Lennox International shares in Q1 2026, an estimated $1.01M.
  • Carolina Wealth Advisors first reported a position in Lennox International in Q1 2025 and held it in 4 quarters.
  • Carolina Wealth Advisors's Lennox International position peaked at $1.09M in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Lennox International as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.