Position in LII
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$549,062
+$43,576 QoQ
Shares Held
1,183
+13.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in LII Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $3,232,278 across 7 Building Products & Equipment names. LII ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
6,731 | $881,421 | |
| 2 | LII |
Lennox International Inc
This page
|
1,183 | $549,062 | |
| 3 | TT |
Trane Technologies plc
|
1,278 | $532,591 | |
| 4 | SPXC |
SPX Technologies, Inc.
|
1,911 | $382,084 | |
| 5 | CARR |
CARRIER GLOBAL Corp
|
6,631 | $373,387 | |
| 6 | OC |
Owens Corning
|
2,395 | $259,183 | |
| 7 | CSL |
Carlisle Companies Inc
|
763 | $254,550 |
All Filings in LII
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $549,062 | 1,183 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $505,486 | 1,041 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $570,647 | 1,078 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $634,000 | 1,106 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $594,476 | 1,060 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $631,841 | 1,037 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $618,790 | 1,024 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $610,944 | 1,142 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $371,946 | 761 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $277,462 | 620 | Shares | Other | 2024-02-09 | |
| 2023-03-31 | $256,054 | 1,019 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||