Private Wealth Management Group, LLC
Position in LII — Lennox International Inc
CIK 2011342
PRINCETON, NJ
Position in LII
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,729
+$1,088 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#587
of 650 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $248,415 across 10 Building Products & Equipment names. LII ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
944 | $137,927 | |
| 2 | TT |
Trane Technologies plc
|
113 | $55,501 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
273 | $20,024 | |
| 4 | OC |
Owens Corning
|
79 | $12,557 | |
| 5 | BLDR |
Builders FirstSource, Inc.
|
74 | $6,621 | |
| 6 | LII |
Lennox International Inc
This page
|
10 | $5,729 | |
| 7 | TREX |
Trex Co Inc
|
112 | $5,604 | |
| 8 | ROCK |
Gibraltar Industries, Inc.
|
56 | $2,525 |
All Filings in LII
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,729 | 10 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,641 | 10 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,855 | 10 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,469 | 16 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,171 | 16 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,608 | 10 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,093 | 10 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,042 | 10 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,349 | 10 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,887 | 10 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,475 | 10 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||