Position in LII
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$296,788
+$56,369 QoQ
Shares Held
518
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#452
of 650 holders
Holding Since
Dec 2023
10 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, 2026Keudell/Morrison Wealth Management holds $643,360 across 2 Building Products & Equipment names. LII ranks #2 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
2,372 | $346,572 | |
| 2 | LII |
Lennox International Inc
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|
518 | $296,788 |
All Filings in LII
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,788 | 518 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $240,419 | 518 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $251,530 | 518 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $296,938 | 518 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $290,509 | 518 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $315,617 | 518 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $313,022 | 518 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $277,119 | 518 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $253,177 | 518 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $231,815 | 518 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||