GWM
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Gibbs Wealth Management’s Lennox International LII Stock Holding History

Gibbs 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 		$442K Buy
952
+130
+16% +$66.9K 0.06% 330
2025
Q4 		$436K Sell
822
-131
-14% -$65.6K 0.11% 218
2025
Q3 		$504K Sell
953
-189
-17% -$110K 0.11% 210
2025
Q2 		$655K Buy
1,142
+133
+13% +$74.4K 0.13% 189
2025
Q1 		$566K Sell
1,009
-167
-14% -$101K 0.14% 173
2024
Q4 		$717K Buy
1,176
+186
+19% +$116K 0.19% 114
2024
Q3 		$598K Buy
990
+121
+14% +$69K 0.19% 121
2024
Q2 		$465K Buy
869
+292
+51% +$144K 0.19% 126
2024
Q1 		$282K Buy
+577
New +$262K 0.16% 145

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