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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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Gibbs Wealth Management's LII Position: Q1 2026 in Review

Gibbs Wealth Management increased its Lennox International (LII) stake by 16% in Q1 2026, buying an estimated $66.9K and bringing the position to 952 shares worth $442K. The position accounts for 0.06% of the portfolio, ranked #330.

Gibbs Wealth Management first reported a position in LII in Q1 2024 and has held it in 9 quarters since. The position peaked at $717K in Q4 2024. 630 funds tracked by Wall St. Rank hold LII as of Q1 2026.

  • Gibbs Wealth Management held 952 shares of Lennox International worth $442K as of Q1 2026.
  • Gibbs Wealth Management bought 130 Lennox International shares in Q1 2026, an estimated $66.9K.
  • Lennox International made up 0.06% of Gibbs Wealth Management's portfolio in Q1 2026, its #330 holding.
  • Gibbs Wealth Management first reported a position in Lennox International in Q1 2024 and has held it in 9 quarters since.
  • Gibbs Wealth Management's Lennox International position peaked at $717K in Q4 2024.
  • 630 funds tracked by Wall St. Rank held Lennox International as of Q1 2026.

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