Creative Planning’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
$2.46M Buy
5,299
+409
+8% +$211K ﹤0.01% 1739
2025
Q4
$2.37M Buy
4,890
+977
+25% +$489K ﹤0.01% 1591
2025
Q3
$2.07M Buy
3,913
+188
+5% +$110K ﹤0.01% 1516
2025
Q2
$2.14M Buy
3,725
+85
+2% +$47.5K ﹤0.01% 1261
2025
Q1
$2.04M Buy
3,640
+177
+5% +$107K ﹤0.01% 1159
2024
Q4
$2.11M Sell
3,463
-85
-2% -$53.1K ﹤0.01% 1100
2024
Q3
$2.14M Buy
3,548
+347
+11% +$198K ﹤0.01% 1024
2024
Q2
$1.71M Buy
3,201
+475
+17% +$234K ﹤0.01% 1070
2024
Q1
$1.33M Buy
2,726
+188
+7% +$85.5K ﹤0.01% 1158
2023
Q4
$1.14M Buy
2,538
+217
+9% +$86.6K ﹤0.01% 1167
2023
Q3
$869K Buy
2,321
+45
+2% +$16.2K ﹤0.01% 1233
2023
Q2
$742K Buy
2,276
+127
+6% +$35.9K ﹤0.01% 1294
2023
Q1
$540K Sell
2,149
-22
-1% -$5.55K ﹤0.01% 1415
2022
Q4
$519K Sell
2,171
-86
-4% -$21.1K ﹤0.01% 1402
2022
Q3
$503K Buy
2,257
+464
+26% +$110K ﹤0.01% 1331
2022
Q2
$370K Sell
1,793
-6
-0.3% -$1.31K ﹤0.01% 1473
2022
Q1
$464K Buy
1,799
+1
+0.1% +$275 ﹤0.01% 1360
2021
Q4
$583K Buy
1,798
+9
+0.5% +$2.81K ﹤0.01% 1216
2021
Q3
$526K Buy
1,789
+4
+0.2% +$1.31K ﹤0.01% 1257
2021
Q2
$626K Sell
1,785
-1,010
-36% -$341K ﹤0.01% 1157
2021
Q1
$871K Buy
2,795
+230
+9% +$66.6K ﹤0.01% 1109
2020
Q4
$703K Buy
2,565
+56
+2% +$15.9K ﹤0.01% 1127
2020
Q3
$684K Sell
2,509
-10
-0.4% -$2.67K ﹤0.01% 967
2020
Q2
$587K Sell
2,519
-51
-2% -$10.3K ﹤0.01% 955
2020
Q1
$467K Sell
2,570
-22
-0.8% -$5.08K ﹤0.01% 977
2019
Q4
$632K Sell
2,592
-328
-11% -$81.3K ﹤0.01% 991
2019
Q3
$709K Sell
2,920
-1,012
-26% -$261K ﹤0.01% 904
2019
Q2
$1.08M Sell
3,932
-13
-0.3% -$3.54K ﹤0.01% 733
2019
Q1
$1.04M Buy
3,945
+77
+2% +$18.4K ﹤0.01% 723
2018
Q4
$847K Sell
3,868
-549
-12% -$116K ﹤0.01% 731
2018
Q3
$965K Buy
4,417
+317
+8% +$69K ﹤0.01% 782
2018
Q2
$821K Sell
4,100
-30
-0.7% -$6.08K ﹤0.01% 852
2018
Q1
$844K Buy
4,130
+105
+3% +$21.8K ﹤0.01% 827
2017
Q4
$838K Buy
4,025
+5
+0.1% +$975 ﹤0.01% 824
2017
Q3
$719K Buy
4,020
+189
+5% +$32.5K ﹤0.01% 865
2017
Q2
$704K Buy
3,831
+38
+1% +$6.63K ﹤0.01% 846
2017
Q1
$635K Buy
3,793
+30
+0.8% +$4.85K ﹤0.01% 864
2016
Q4
$576K Sell
3,763
-149
-4% -$22.8K ﹤0.01% 865
2016
Q3
$614K Buy
3,912
+195
+5% +$30.3K ﹤0.01% 790
2016
Q2
$530K Hold
3,717
﹤0.01% 747
2016
Q1
$503K Hold
3,717
﹤0.01% 751
2015
Q4
$464K Hold
3,717
﹤0.01% 799
2015
Q3
$421K Buy
+3,717
New +$436K ﹤0.01% 801
2015
Q2
Sell
-3,717
Closed -$415K 2157
2015
Q1
$415K Sell
3,717
-503
-12% -$51.9K ﹤0.01% 818
2014
Q4
$401K Hold
4,220
﹤0.01% 784
2014
Q3
$324K Sell
4,220
-1,000
-19% -$84.5K ﹤0.01% 829
2014
Q2
$468K Hold
5,220
0.01% 671
2014
Q1
$475K Buy
5,220
+2,503
+92% +$223K 0.01% 639
2013
Q4
$231K Buy
2,717
+2,680
+7,243% +$213K ﹤0.01% 801
2013
Q3
$3K Hold
37
﹤0.01% 2890
2013
Q2
$2K Buy
+37
New +$2.33K ﹤0.01% 2826

Other funds holding LII

Creative Planning's LII Position: Q1 2026 in Review

Creative Planning increased its Lennox International (LII) stake by 8.4% in Q1 2026, buying an estimated $211K and bringing the position to 5,299 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Creative Planning first reported a position in LII in Q2 2013 and has held it in 51 quarters since. 627 funds tracked by Wall St. Rank hold LII as of Q1 2026.

  • Creative Planning held 5,299 shares of Lennox International worth $2.46M as of Q1 2026.
  • Creative Planning bought 409 Lennox International shares in Q1 2026, an estimated $211K.
  • Lennox International made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1739 holding.
  • Creative Planning first reported a position in Lennox International in Q2 2013 and has held it in 51 quarters since.
  • 627 funds tracked by Wall St. Rank held Lennox International as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.