Position in LMB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$286,989
+$39,504 QoQ
Shares Held
3,677
+15.7% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMB Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Keebeck Wealth Management holds $3,684,080 across 6 Building Products & Equipment names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LII |
Lennox International Inc
|
2,842 | $1,628,323 | |
| 2 | AAON |
Aaon, Inc.
|
4,760 | $603,853 | |
| 3 | TT |
Trane Technologies plc
|
795 | $390,472 | |
| 4 | SPXC |
SPX Technologies, Inc.
|
1,567 | $384,181 | |
| 5 | CARR |
CARRIER GLOBAL Corp
|
5,062 | $371,297 | |
| 6 | JCI |
Johnson Controls International plc
|
2,094 | $305,954 |
All Filings in LMB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,989 | 3,677 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $247,485 | 3,179 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||