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Iron Horse Wealth Management’s Lennox International LII Stock Holding History

Iron Horse 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
2025
Q2 		$914K Hold
1,595
– – 0.27% 22
2025
Q1 		$895K Sell
1,595
-10
-0.6% -$6.05K 0.29% 22
2024
Q4 		$978K Buy
1,605
+535
+50% +$335K 0.33% 19
2024
Q3 		$647K Buy
1,070
+535
+100% +$305K 0.22% 23
2024
Q2 		$286K Hold
535
– – 0.11% 32
2024
Q1 		$261K Buy
+535
New +$243K 0.1% 35

Other funds holding LII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Iron Horse Wealth Management's LII Position: Q2 2025 in Review

Iron Horse Wealth Management held its Lennox International (LII) position steady in Q2 2025 at 1,595 shares worth $914K. The position accounts for 0.27% of the portfolio, ranked #22.

Iron Horse Wealth Management first reported a position in LII in Q1 2024 and has held it in 6 quarters since. The position peaked at $978K in Q4 2024. 634 funds tracked by Wall St. Rank hold LII as of Q2 2025.

  • Iron Horse Wealth Management held 1,595 shares of Lennox International worth $914K as of Q2 2025.
  • Iron Horse Wealth Management left its Lennox International share count unchanged in Q2 2025.
  • Lennox International made up 0.27% of Iron Horse Wealth Management's portfolio in Q2 2025, its #22 holding.
  • Iron Horse Wealth Management first reported a position in Lennox International in Q1 2024 and has held it in 6 quarters since.
  • Iron Horse Wealth Management's Lennox International position peaked at $978K in Q4 2024.
  • 634 funds tracked by Wall St. Rank held Lennox International as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.