Bank of Montreal’s Lennar Class A LEN Stock Holding History

Bank of Montreal’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
2025 Q1	–	Sell	-11,363	Closed	-$1.5M	–	3632
2024 Q4	$1.5M	Hold	11,363	–	–	﹤0.01%	1675
2024 Q3	$2.06M	Buy	11,363 +8,574	+307%	+$1.44M	﹤0.01%	1685
2024 Q2	$405K	Buy	+2,789	New	+$424K	﹤0.01%	2535
2015 Q1	–	Sell	-152,331	Closed	-$6.5M	–	4102
2014 Q4	$6.5M	Buy	+152,331	New	+$6.31M	0.01%	945
2014 Q2	–	Sell	-73,539	Closed	-$2.77M	–	4755
2014 Q1	$2.77M	Sell	73,539 -42,023	-36%	-$1.61M	﹤0.01%	1186
2013 Q4	$4.35M	Sell	115,562 -21,011	-15%	-$709K	0.01%	884
2013 Q3	$4.6M	Buy	+136,573	New	+$4.43M	0.01%	811

Other funds holding LEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

Bank of Montreal's LEN Position: Q2 2026 in Review

Bank of Montreal increased its Lennar Class A (LEN) stake by 9% in Q2 2026, buying an estimated $1.4M and bringing the position to 189,529 shares worth $17.2M. The position accounts for 0.01% of the portfolio, ranked #980.

Bank of Montreal first reported a position in LEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $107M in Q4 2023. 600 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Bank of Montreal held 189,529 shares of Lennar Class A worth $17.2M as of Q2 2026.
Bank of Montreal bought 15,665 Lennar Class A shares in Q2 2026, an estimated $1.4M.
Lennar Class A made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #980 holding.
Bank of Montreal first reported a position in Lennar Class A in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Lennar Class A position peaked at $107M in Q4 2023.
600 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.