SWM
LII icon

SHP Wealth Management’s Lennox International LII Stock Holding History

SHP Wealth Management’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 		$1.39K Buy
3
+2
+200% +$1.03K ﹤0.01% 1378
2025
Q4 		$486 Buy
+1
New +$501 ﹤0.01% 1371

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 $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 $3.37T AUM 44.26% 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

SHP Wealth Management's LII Position: Q1 2026 in Review

SHP Wealth Management increased its Lennox International (LII) stake by 200% in Q1 2026, buying an estimated $1.03K and bringing the position to 3 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

SHP Wealth Management first reported a position in LII in Q4 2025 and has held it in 2 quarters since. 628 funds tracked by Wall St. Rank hold LII as of Q1 2026.

  • SHP Wealth Management held 3 shares of Lennox International worth $1.39K as of Q1 2026.
  • SHP Wealth Management bought 2 Lennox International shares in Q1 2026, an estimated $1.03K.
  • Lennox International made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1378 holding.
  • SHP Wealth Management first reported a position in Lennox International in Q4 2025 and has held it in 2 quarters since.
  • 628 funds tracked by Wall St. Rank held Lennox International as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.