JWA
LII icon

JFS Wealth Advisors’s Lennox International LII Stock Holding History

JFS Wealth Advisors’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 		$22.9K Buy
40
+1
+3% +$509 ﹤0.01% 737
2026
Q1 		$18.1K Buy
39
+1
+3% +$515 ﹤0.01% 764
2025
Q4 		$18.5K Buy
38
+8
+27% +$4.01K ﹤0.01% 767
2025
Q3 		$15.9K Hold
30
– – ﹤0.01% 745
2025
Q2 		$17.2K Sell
30
-1
-3% -$559 ﹤0.01% 692
2025
Q1 		$17.4K Buy
31
+1
+3% +$605 ﹤0.01% 701
2024
Q4 		$18.3K Sell
30
-1
-3% -$625 ﹤0.01% 671
2024
Q3 		$18.7K Buy
31
+1
+3% +$570 ﹤0.01% 660
2024
Q2 		$16K Hold
30
– – ﹤0.01% 651
2024
Q1 		$14.6K Sell
30
-2
-6% -$910 ﹤0.01% 698
2023
Q4 		$14.3K Buy
32
+1
+3% +$399 ﹤0.01% 677
2023
Q3 		$11.6K Buy
31
+1
+3% +$361 ﹤0.01% 683
2023
Q2 		$9.76K Hold
30
– – ﹤0.01% 740
2023
Q1 		$7.52K Sell
30
-3
-9% -$757 ﹤0.01% 823
2022
Q4 		$7.87K Sell
33
-148
-82% -$36.2K ﹤0.01% 806
2022
Q3 		$40K Buy
181
+23
+15% +$5.47K ﹤0.01% 424
2022
Q2 		$33K Sell
158
-11
-7% -$2.41K ﹤0.01% 479
2022
Q1 		$44K Buy
169
+7
+4% +$1.92K ﹤0.01% 452
2021
Q4 		$53K Buy
162
+156
+2,600% +$48.7K 0.01% 409
2021
Q3 		$2K Buy
+6
New +$1.96K ﹤0.01% 775
2018
Q2 		– Sell
-11
Closed -$2K – 516
2018
Q1 		$2K Hold
11
– – ﹤0.01% 483
2017
Q4 		$2K Buy
+11
New +$2.15K ﹤0.01% 489

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's LII Position: Q2 2026 in Review

JFS Wealth Advisors increased its Lennox International (LII) stake by 2.6% in Q2 2026, buying an estimated $509 and bringing the position to 40 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

JFS Wealth Advisors first reported a position in LII in Q4 2017 and has held it in 22 quarters since. The position peaked at $53K in Q4 2021. 652 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • JFS Wealth Advisors held 40 shares of Lennox International worth $22.9K as of Q2 2026.
  • JFS Wealth Advisors bought 1 Lennox International share in Q2 2026, an estimated $509.
  • Lennox International made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #737 holding.
  • JFS Wealth Advisors first reported a position in Lennox International in Q4 2017 and has held it in 22 quarters since.
  • JFS Wealth Advisors's Lennox International position peaked at $53K in Q4 2021.
  • 652 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.