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HB Wealth Management’s Lennox International LII Stock Holding History

HB 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
Q2 		$938K Buy
1,636
+223
+16% +$114K 0.01% 771
2026
Q1 		$656K Buy
1,413
+141
+11% +$72.6K ﹤0.01% 846
2025
Q4 		$618K Buy
1,272
+191
+18% +$95.7K ﹤0.01% 813
2025
Q3 		$573K Buy
1,081
+161
+18% +$94K ﹤0.01% 803
2025
Q2 		$527K Sell
920
-39
-4% -$21.8K ﹤0.01% 720
2025
Q1 		$538K Buy
959
+154
+19% +$93.2K ﹤0.01% 734
2024
Q4 		$490K Buy
805
+323
+67% +$202K 0.01% 625
2024
Q3 		$291K Buy
+482
New +$275K ﹤0.01% 771

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HB Wealth Management's LII Position: Q2 2026 in Review

HB Wealth Management increased its Lennox International (LII) stake by 16% in Q2 2026, buying an estimated $114K and bringing the position to 1,636 shares worth $938K. The position accounts for 0.01% of the portfolio, ranked #771.

HB Wealth Management first reported a position in LII in Q3 2024 and has held it in 8 quarters since. 654 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • HB Wealth Management held 1,636 shares of Lennox International worth $938K as of Q2 2026.
  • HB Wealth Management bought 223 Lennox International shares in Q2 2026, an estimated $114K.
  • Lennox International made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #771 holding.
  • HB Wealth Management first reported a position in Lennox International in Q3 2024 and has held it in 8 quarters since.
  • 654 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.