Institute for Wealth Management, LLC.
Position in LII — Lennox International Inc
CIK 1533954
DENVER, CO
Position in LII
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$41,825
-$194,652 QoQ
Shares Held
73
-85.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#540
of 653 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LII Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,783,656 across 6 Building Products & Equipment names. LII ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
1,428 | $701,376 | |
| 2 | JCI |
Johnson Controls International plc
|
4,753 | $694,460 | |
| 3 | MAS |
Masco Corp /De/
|
6,801 | $553,397 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
6,083 | $446,188 | |
| 5 | WMS |
Advanced Drainage Systems, Inc.
|
2,207 | $346,410 | |
| 6 | LII |
Lennox International Inc
This page
|
73 | $41,825 |
All Filings in LII
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,825 | 73 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $236,477 | 487 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $352,553 | 666 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $333,625 | 582 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $282,097 | 503 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||