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Pinnacle Wealth Planning Services’s Lennox International LII Stock Holding History

Pinnacle Wealth Planning Services’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 		$52.7K Sell
92
-23
-20% -$11.7K 0.01% 1242
2026
Q1 		$53.4K Sell
115
-1
-0.9% -$515 0.01% 1164
2025
Q4 		$56.3K Buy
+116
New +$58.1K 0.01% 1116
2021
Q1 		– Sell
-128
Closed -$36K – 1230
2020
Q4 		$36K Buy
+128
New +$36.4K 0.01% 931

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

Pinnacle Wealth Planning Services's LII Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Lennox International (LII) stake by 20% in Q2 2026, selling an estimated $11.7K and leaving 92 shares worth $52.7K. The position accounts for 0.01% of the portfolio, ranked #1242.

Pinnacle Wealth Planning Services first reported a position in LII in Q4 2020 and has held it in 4 quarters since. The position peaked at $56.3K in Q4 2025. 653 funds tracked by Wall St. Rank hold LII as of Q2 2026.

  • Pinnacle Wealth Planning Services held 92 shares of Lennox International worth $52.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 23 Lennox International shares in Q2 2026, an estimated $11.7K.
  • Lennox International made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1242 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lennox International in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Lennox International position peaked at $56.3K in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.