PWMG
LII icon

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
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
BlackRock New York $5.7T 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 $141B AUM 30.34% 1-Year Est. Return