Cherry Tree Wealth Management’s Lennox International LII Stock Holding History

Cherry Tree 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	$388K	Buy	836 +75	+10%	+$38.6K	0.08%	108
2025 Q4	$370K	Buy	761 +15	+2%	+$7.51K	0.08%	117
2025 Q3	$395K	Hold	746	–	–	0.09%	110
2025 Q2	$428K	Hold	746	–	–	0.1%	103
2025 Q1	$418K	Hold	746	–	–	0.1%	106
2024 Q4	$455K	Buy	746 +17	+2%	+$10.6K	0.11%	96
2024 Q3	$441K	Hold	729	–	–	0.1%	105
2024 Q2	$390K	Sell	729 -64	-8%	-$31.5K	0.1%	107
2024 Q1	$388K	Hold	793	–	–	0.1%	107
2023 Q4	$355K	Sell	793 -32	-4%	-$12.8K	0.09%	108
2023 Q3	$309K	Hold	825	–	–	0.09%	111
2023 Q2	$269K	Buy	+825	New	+$233K	0.08%	127

Other funds holding LII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cherry Tree Wealth Management's LII Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Lennox International (LII) stake by 9.9% in Q1 2026, buying an estimated $38.6K and bringing the position to 836 shares worth $388K. The position accounts for 0.08% of the portfolio, ranked #108.

Cherry Tree Wealth Management first reported a position in LII in Q2 2023 and has held it in 12 quarters since. The position peaked at $455K in Q4 2024. 629 funds tracked by Wall St. Rank hold LII as of Q1 2026.

Cherry Tree Wealth Management held 836 shares of Lennox International worth $388K as of Q1 2026.
Cherry Tree Wealth Management bought 75 Lennox International shares in Q1 2026, an estimated $38.6K.
Lennox International made up 0.08% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #108 holding.
Cherry Tree Wealth Management first reported a position in Lennox International in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Lennox International position peaked at $455K in Q4 2024.
629 funds tracked by Wall St. Rank held Lennox International as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.