MYIA
LII icon

Mount Yale Investment Advisors’s Lennox International LII Stock Holding History

Mount Yale Investment 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
Q1 		$669K Buy
1,437
+516
+56% +$266K 0.02% 623
2025
Q4 		$449K Buy
921
+517
+128% +$259K 0.02% 487
2025
Q3 		$214K Buy
404
+245
+154% +$143K 0.01% 614
2025
Q2 		$91.1K Buy
+159
New +$88.9K 0.01% 679
2020
Q4 		– Sell
-2,690
Closed -$733K – 414
2020
Q3 		$733K Sell
2,690
-40
-1% -$10.7K 0.1% 192
2020
Q2 		$636K Buy
2,730
+461
+20% +$93.1K 0.11% 191
2020
Q1 		$412K Buy
2,269
+251
+12% +$57.9K 0.09% 209
2019
Q4 		$470K Buy
2,018
+66
+3% +$16.4K 0.08% 213
2019
Q3 		$490K Sell
1,952
-38
-2% -$9.8K 0.09% 190
2019
Q2 		$507K Sell
1,990
-61
-3% -$16.6K 0.09% 181
2019
Q1 		$542K Sell
2,051
-30
-1% -$7.17K 0.1% 162
2018
Q4 		$494K Sell
2,081
-117
-5% -$24.7K 0.1% 172
2018
Q3 		$476K Sell
2,198
-38
-2% -$8.28K 0.08% 184
2018
Q2 		$448K Sell
2,236
-4
-0.2% -$810 0.08% 191
2018
Q1 		$458K Buy
+2,240
New +$466K 0.1% 186

Other funds holding LII

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mount Yale Investment Advisors's LII Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Lennox International (LII) stake by 56% in Q1 2026, buying an estimated $266K and bringing the position to 1,437 shares worth $669K. The position accounts for 0.02% of the portfolio, ranked #623.

Mount Yale Investment Advisors first reported a position in LII in Q1 2018 and has held it in 15 quarters since. The position peaked at $733K in Q3 2020. 627 funds tracked by Wall St. Rank hold LII as of Q1 2026.

  • Mount Yale Investment Advisors held 1,437 shares of Lennox International worth $669K as of Q1 2026.
  • Mount Yale Investment Advisors bought 516 Lennox International shares in Q1 2026, an estimated $266K.
  • Lennox International made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #623 holding.
  • Mount Yale Investment Advisors first reported a position in Lennox International in Q1 2018 and has held it in 15 quarters since.
  • Mount Yale Investment Advisors's Lennox International position peaked at $733K in Q3 2020.
  • 627 funds tracked by Wall St. Rank held Lennox International as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.