BL
LEN icon

Balentine LLC’s Lennar Class A LEN Stock Holding History

Balentine LLC’s Portfolio LEN Stock Details LEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$646K Sell
7,442
-35
-0.5% -$3.78K 0.03% 106
2025
Q4 		$769K Buy
7,477
+4,729
+172% +$571K 0.03% 96
2025
Q3 		$346K Buy
2,748
+35
+1% +$4.34K 0.01% 136
2025
Q2 		$300K Buy
2,713
+376
+16% +$40.7K 0.01% 130
2025
Q1 		$268K Buy
+2,337
New +$292K 0.01% 136
2024
Q2 		– Sell
-4,080
Closed -$679K – 392
2024
Q1 		$679K Sell
4,080
-50
-1% -$7.51K 0.02% 236
2023
Q4 		$596K Sell
4,130
-1,621
-28% -$195K 0.02% 250
2023
Q3 		$625K Sell
5,751
-346
-6% -$40.6K 0.02% 224
2023
Q2 		$740K Sell
6,097
-5,028
-45% -$549K 0.02% 211
2023
Q1 		$1.13M Sell
11,125
-123
-1% -$11.9K 0.04% 152
2022
Q4 		$985K Buy
11,248
+1,344
+14% +$109K 0.03% 195
2022
Q3 		$715K Buy
9,904
+805
+9% +$62.5K 0.03% 220
2022
Q2 		$622K Buy
9,099
+1,592
+21% +$117K 0.02% 269
2022
Q1 		$590K Buy
7,507
+4,600
+158% +$414K 0.02% 265
2021
Q4 		$327K Buy
+2,907
New +$297K 0.01% 236
2020
Q3 		– Sell
-61
Closed -$4K – 550
2020
Q2 		$4K Buy
61
+22
+56% +$1.12K ﹤0.01% 769
2020
Q1 		$1K Buy
39
+13
+50% +$736 ﹤0.01% 631
2019
Q4 		$1K Buy
26
+13
+100% +$742 ﹤0.01% 580
2019
Q3 		$1K Sell
13
-62
-83% -$3.02K ﹤0.01% 697
2019
Q2 		$4K Buy
+75
New +$3.74K ﹤0.01% 545

Other funds holding LEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balentine LLC's LEN Position: Q1 2026 in Review

Balentine LLC reduced its Lennar Class A (LEN) stake by 0.47% in Q1 2026, selling an estimated $3.78K and leaving 7,442 shares worth $646K. The position accounts for 0.03% of the portfolio, ranked #106.

Balentine LLC first reported a position in LEN in Q2 2019 and has held it in 20 quarters since. The position peaked at $1.13M in Q1 2023. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Balentine LLC held 7,442 shares of Lennar Class A worth $646K as of Q1 2026.
  • Balentine LLC sold 35 Lennar Class A shares in Q1 2026, an estimated $3.78K.
  • Lennar Class A made up 0.03% of Balentine LLC's portfolio in Q1 2026, its #106 holding.
  • Balentine LLC first reported a position in Lennar Class A in Q2 2019 and has held it in 20 quarters since.
  • Balentine LLC's Lennar Class A position peaked at $1.13M in Q1 2023.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Balentine LLC's 13F filing for Q1 2026, filed 24 Apr 2026.