Carson Wealth (CWM LLC)’s Lennox International LII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $703K | Buy |
1,516
+150
| +11% | +$77.2K | ﹤0.01% | 1784 |
|
|
2025
Q4 | $663K | Sell |
1,366
-400
| -23% | -$200K | ﹤0.01% | 1747 |
|
|
2025
Q3 | $935K | Buy |
1,766
+267
| +18% | +$156K | ﹤0.01% | 1449 |
|
|
2025
Q2 | $859K | Sell |
1,499
-85
| -5% | -$47.5K | ﹤0.01% | 1325 |
|
|
2025
Q1 | $888K | Sell |
1,584
-108
| -6% | -$65.4K | ﹤0.01% | 1191 |
|
|
2024
Q4 | $1.03M | Buy |
1,692
+32
| +2% | +$20K | ﹤0.01% | 1067 |
|
|
2024
Q3 | $1M | Buy |
1,660
+185
| +13% | +$106K | ﹤0.01% | 1031 |
|
|
2024
Q2 | $789K | Buy |
1,475
+99
| +7% | +$48.8K | ﹤0.01% | 1022 |
|
|
2024
Q1 | $673K | Buy |
1,376
+101
| +8% | +$45.9K | ﹤0.01% | 1016 |
|
|
2023
Q4 | $571K | Buy |
1,275
+68
| +6% | +$27.1K | ﹤0.01% | 1011 |
|
|
2023
Q3 | $452K | Buy |
1,207
+33
| +3% | +$11.9K | ﹤0.01% | 1011 |
|
|
2023
Q2 | $383K | Buy |
1,174
+12
| +1% | +$3.39K | ﹤0.01% | 1031 |
|
|
2023
Q1 | $292K | Sell |
1,162
-18
| -2% | -$4.54K | ﹤0.01% | 1063 |
|
|
2022
Q4 | $282K | Sell |
1,180
-42
| -3% | -$10.3K | ﹤0.01% | 978 |
|
|
2022
Q3 | $272K | Sell |
1,222
-133
| -10% | -$31.7K | ﹤0.01% | 943 |
|
|
2022
Q2 | $280K | Sell |
1,355
-55
| -4% | -$12K | ﹤0.01% | 911 |
|
|
2022
Q1 | $364K | Buy |
1,410
+9
| +0.6% | +$2.47K | ﹤0.01% | 817 |
|
|
2021
Q4 | $454K | Buy |
+1,401
| New | +$438K | ﹤0.01% | 755 |
|
|
2021
Q2 | $20K | Hold |
56
| – | – | ﹤0.01% | 1794 |
|
|
2021
Q1 | $20K | Hold |
56
| – | – | ﹤0.01% | 1794 |
|
|
2020
Q4 | $20K | Hold |
56
| – | – | ﹤0.01% | 1794 |
|
|
2020
Q3 | $20K | Hold |
56
| – | – | ﹤0.01% | 1794 |
|
|
2020
Q2 | $20K | Hold |
56
| – | – | ﹤0.01% | 1793 |
|
|
2020
Q1 | $20K | Hold |
56
| – | – | ﹤0.01% | 1793 |
|
|
2019
Q4 | $20K | Hold |
56
| – | – | ﹤0.01% | 1793 |
|
|
2019
Q3 | $20K | Hold |
56
| – | – | ﹤0.01% | 1793 |
|
|
2019
Q2 | $20K | Hold |
56
| – | – | ﹤0.01% | 1793 |
|
|
2019
Q1 | $20K | Buy |
56
+39
| +229% | +$9.32K | ﹤0.01% | 1792 |
|
|
2018
Q4 | $4K | Buy |
17
+13
| +325% | +$2.75K | ﹤0.01% | 1597 |
|
|
2018
Q3 | $1K | Buy |
+4
| New | +$871 | ﹤0.01% | 1695 |
|
|
2018
Q2 | – | Sell |
-4
| Closed | -$1K | – | 1735 |
|
|
2018
Q1 | $1K | Sell |
4
-91
| -96% | -$18.9K | ﹤0.01% | 1295 |
|
|
2017
Q4 | $20K | Hold |
95
| – | – | ﹤0.01% | 697 |
|
|
2017
Q3 | $17K | Hold |
95
| – | – | ﹤0.01% | 750 |
|
|
2017
Q2 | $17K | Hold |
95
| – | – | ﹤0.01% | 666 |
|
|
2017
Q1 | $16K | Hold |
95
| – | – | ﹤0.01% | 644 |
|
|
2016
Q4 | $15K | Hold |
95
| – | – | ﹤0.01% | 652 |
|
|
2016
Q3 | $15K | Buy |
+95
| New | +$14.8K | ﹤0.01% | 603 |
|
Other funds holding LII
VCM
VPM
Carson Wealth (CWM LLC)'s LII Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Lennox International (LII) stake by 11% in Q1 2026, buying an estimated $77.2K and bringing the position to 1,516 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.
Carson Wealth (CWM LLC) first reported a position in LII in Q3 2016 and has held it in 37 quarters since. The position peaked at $1.03M in Q4 2024. 627 funds tracked by Wall St. Rank hold LII as of Q1 2026.
- Carson Wealth (CWM LLC) held 1,516 shares of Lennox International worth $703K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 150 Lennox International shares in Q1 2026, an estimated $77.2K.
- Lennox International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1784 holding.
- Carson Wealth (CWM LLC) first reported a position in Lennox International in Q3 2016 and has held it in 37 quarters since.
- Carson Wealth (CWM LLC)'s Lennox International position peaked at $1.03M in Q4 2024.
- 627 funds tracked by Wall St. Rank held Lennox International as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.