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Institute for Wealth Management’s Lennox International LII Stock Holding History

Institute for 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 		$41.8K Buy
+73
New +$37.2K ﹤0.01% 917
2026
Q1 		– Sell
-487
Closed -$236K – 563
2025
Q4 		$236K Sell
487
-179
-27% -$89.7K 0.03% 501
2025
Q3 		$353K Buy
666
+84
+14% +$49.1K 0.04% 411
2025
Q2 		$334K Buy
582
+79
+16% +$44.2K 0.04% 406
2025
Q1 		$282K Buy
+503
New +$305K 0.04% 428

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

Institute for Wealth Management's LII Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Lennox International (LII) in Q2 2026: 73 shares worth $41.8K. The stake represents ﹤0.01% of the portfolio and ranks #917 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in LII as recently as Q4 2025.

Institute for Wealth Management first reported a position in LII in Q1 2025 and has held it in 5 quarters since. The position peaked at $353K in Q3 2025. 654 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • Institute for Wealth Management held 73 shares of Lennox International worth $41.8K as of Q2 2026.
  • Lennox International was a new Institute for Wealth Management position in Q2 2026.
  • Lennox International made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #917 holding.
  • Institute for Wealth Management first reported a position in Lennox International in Q1 2025 and has held it in 5 quarters since.
  • Institute for Wealth Management's Lennox International position peaked at $353K in Q3 2025.
  • 654 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.