Private Wealth Management Group’s Lennox International LII Stock Holding History

Private Wealth Management Group’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	$5.73K	Hold	10	–	–	﹤0.01%	796
2026 Q1	$4.64K	Hold	10	–	–	﹤0.01%	800
2025 Q4	$4.86K	Sell	10 -6	-38%	-$3K	﹤0.01%	787
2025 Q3	$8.47K	Hold	16	–	–	﹤0.01%	577
2025 Q2	$9.17K	Buy	16 +6	+60%	+$3.35K	﹤0.01%	520
2025 Q1	$5.61K	Hold	10	–	–	﹤0.01%	675
2024 Q4	$6.09K	Hold	10	–	–	﹤0.01%	661
2024 Q3	$6.04K	Hold	10	–	–	﹤0.01%	654
2024 Q2	$5.35K	Hold	10	–	–	﹤0.01%	680
2024 Q1	$4.89K	Hold	10	–	–	﹤0.01%	628
2023 Q4	$4.48K	Buy	+10	New	+$3.99K	﹤0.01%	670

Other funds holding LII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Private Wealth Management Group's LII Position: Q2 2026 in Review

Private Wealth Management Group held its Lennox International (LII) position steady in Q2 2026 at 10 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Private Wealth Management Group first reported a position in LII in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.17K in Q2 2025. 653 funds tracked by Wall St. Rank hold LII as of Q2 2026.

Private Wealth Management Group held 10 shares of Lennox International worth $5.73K as of Q2 2026.
Private Wealth Management Group left its Lennox International share count unchanged in Q2 2026.
Lennox International made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #796 holding.
Private Wealth Management Group first reported a position in Lennox International in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Lennox International position peaked at $9.17K in Q2 2025.
653 funds tracked by Wall St. Rank held Lennox International as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.