Journey Strategic Wealth’s Lennox International LII Stock Holding History

Journey Strategic Wealth’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	$549K	Buy	1,183 +142	+14%	+$73.1K	0.01%	323
2025 Q4	$506K	Sell	1,041 -37	-3%	-$18.5K	0.01%	310
2025 Q3	$571K	Sell	1,078 -28	-3%	-$16.4K	0.02%	265
2025 Q2	$634K	Buy	1,106 +46	+4%	+$25.7K	0.02%	244
2025 Q1	$595K	Buy	1,060 +23	+2%	+$13.9K	0.02%	198
2024 Q4	$632K	Buy	1,037 +13	+1%	+$8.13K	0.02%	180
2024 Q3	$619K	Sell	1,024 -118	-10%	-$67.3K	0.02%	187
2024 Q2	$611K	Buy	1,142 +381	+50%	+$188K	0.03%	143
2024 Q1	$372K	Buy	761 +141	+23%	+$64.1K	0.02%	158
2023 Q4	$278K	Buy	+620	New	+$247K	0.01%	145
2023 Q2	–	Sell	-1,019	Closed	-$256K	–	240
2023 Q1	$256K	Buy	+1,019	New	+$257K	0.03%	187

Other funds holding LII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Journey Strategic Wealth's LII Position: Q1 2026 in Review

Journey Strategic Wealth increased its Lennox International (LII) stake by 14% in Q1 2026, buying an estimated $73.1K and bringing the position to 1,183 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #323.

Journey Strategic Wealth first reported a position in LII in Q1 2023 and has held it in 11 quarters since. The position peaked at $634K in Q2 2025. 627 funds tracked by Wall St. Rank hold LII as of Q1 2026.

Journey Strategic Wealth held 1,183 shares of Lennox International worth $549K as of Q1 2026.
Journey Strategic Wealth bought 142 Lennox International shares in Q1 2026, an estimated $73.1K.
Lennox International made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #323 holding.
Journey Strategic Wealth first reported a position in Lennox International in Q1 2023 and has held it in 11 quarters since.
Journey Strategic Wealth's Lennox International position peaked at $634K in Q2 2025.
627 funds tracked by Wall St. Rank held Lennox International as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.