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Marshall Financial Group (Maryland)’s Lennox International LII Stock Holding History

Marshall Financial Group (Maryland)’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 		$941K Buy
1,643
+89
+6% +$45.3K 0.14% 145
2026
Q1 		$721K Sell
1,554
-6
-0.4% -$3.09K 0.12% 164
2025
Q4 		$758K Buy
1,560
+14
+0.9% +$7.01K 0.15% 164
2025
Q3 		$818K Buy
1,546
+100
+7% +$58.4K 0.16% 153
2025
Q2 		$856K Buy
+1,446
New +$809K 0.17% 147

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

Marshall Financial Group (Maryland)'s LII Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Lennox International (LII) stake by 5.7% in Q2 2026, buying an estimated $45.3K and bringing the position to 1,643 shares worth $941K. The position accounts for 0.14% of the portfolio, ranked #145.

Marshall Financial Group (Maryland) first reported a position in LII in Q2 2025 and has held it in 5 quarters since. 651 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • Marshall Financial Group (Maryland) held 1,643 shares of Lennox International worth $941K as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 89 Lennox International shares in Q2 2026, an estimated $45.3K.
  • Lennox International made up 0.14% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #145 holding.
  • Marshall Financial Group (Maryland) first reported a position in Lennox International in Q2 2025 and has held it in 5 quarters since.
  • 651 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.