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Concurrent Investment Advisors’s Lennox International LII Stock Holding History

Concurrent Investment 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 		$663K Sell
1,428
-212
-13% -$109K 0.01% 1082
2025
Q4 		$797K Buy
1,640
+701
+75% +$351K 0.01% 933
2025
Q3 		$497K Sell
939
-112
-11% -$65.4K 0.01% 914
2025
Q2 		$603K Sell
1,051
-38
-3% -$21.3K 0.01% 777
2025
Q1 		$611K Buy
+1,089
New +$659K 0.01% 690

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

Concurrent Investment Advisors's LII Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Lennox International (LII) stake by 13% in Q1 2026, selling an estimated $109K and leaving 1,428 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #1082.

Concurrent Investment Advisors first reported a position in LII in Q1 2025 and has held it in 5 quarters since. The position peaked at $797K in Q4 2025. 627 funds tracked by Wall St. Rank hold LII as of Q1 2026.

  • Concurrent Investment Advisors held 1,428 shares of Lennox International worth $663K as of Q1 2026.
  • Concurrent Investment Advisors sold 212 Lennox International shares in Q1 2026, an estimated $109K.
  • Lennox International made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1082 holding.
  • Concurrent Investment Advisors first reported a position in Lennox International in Q1 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Lennox International position peaked at $797K in Q4 2025.
  • 627 funds tracked by Wall St. Rank held Lennox International as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.