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Outlook Wealth Advisors’s Lennox International LII Stock Holding History

Outlook 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
Q1 		$218K Buy
469
+3
+0.6% +$1.54K 0.05% 300
2025
Q4 		$226K Buy
466
+8
+2% +$4.01K 0.05% 285
2025
Q3 		$242K Buy
+458
New +$267K 0.06% 275

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

Outlook Wealth Advisors's LII Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Lennox International (LII) stake by 0.64% in Q1 2026, buying an estimated $1.54K and bringing the position to 469 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #300.

Outlook Wealth Advisors first reported a position in LII in Q3 2025 and has held it in 3 quarters since. The position peaked at $242K in Q3 2025. 627 funds tracked by Wall St. Rank hold LII as of Q1 2026.

  • Outlook Wealth Advisors held 469 shares of Lennox International worth $218K as of Q1 2026.
  • Outlook Wealth Advisors bought 3 Lennox International shares in Q1 2026, an estimated $1.54K.
  • Lennox International made up 0.05% of Outlook Wealth Advisors's portfolio in Q1 2026, its #300 holding.
  • Outlook Wealth Advisors first reported a position in Lennox International in Q3 2025 and has held it in 3 quarters since.
  • Outlook Wealth Advisors's Lennox International position peaked at $242K in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Lennox International as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.