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Marshall & Sterling Wealth Advisors’s Lennox International LII Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-18
Closed -$9.53K – 505
2025
Q3 		$9.53K Hold
18
– – 0.01% 356
2025
Q2 		$10.3K Sell
18
-1
-5% -$559 0.01% 322
2025
Q1 		$10.7K Buy
+19
New +$11.5K 0.01% 306

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Marshall & Sterling Wealth Advisors's LII Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Lennox International (LII) in Q4 2025, closing a stake of 18 shares — an estimated $9.53K sold.

Marshall & Sterling Wealth Advisors first reported a position in LII in Q1 2025 and held it in 3 quarters. The position peaked at $10.7K in Q1 2025. 653 funds tracked by Wall St. Rank hold LII as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Lennox International position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 18 Lennox International shares in Q4 2025, an estimated $9.53K.
  • Marshall & Sterling Wealth Advisors first reported a position in Lennox International in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Lennox International position peaked at $10.7K in Q1 2025.
  • 653 funds tracked by Wall St. Rank held Lennox International as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.