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Beacon Investment Advisors’s Lennar Class A LEN Stock Holding History

Beacon Investment Advisors’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 		$218K Buy
2,516
+5
+0.2% +$540 0.08% 162
2025
Q4 		$258K Sell
2,511
-678
-21% -$81.9K 0.1% 152
2025
Q3 		$402K Buy
3,189
+37
+1% +$4.59K 0.16% 118
2025
Q2 		$347K Buy
3,152
+6
+0.2% +$650 0.15% 122
2025
Q1 		$361K Sell
3,146
-99
-3% -$12.4K 0.17% 119
2024
Q4 		$428K Buy
3,245
+4
+0.1% +$650 0.2% 109
2024
Q3 		$588K Buy
3,241
+5
+0.2% +$838 0.28% 91
2024
Q2 		$470K Buy
3,236
+4
+0.1% +$609 0.24% 99
2024
Q1 		$538K Buy
3,232
+4
+0.1% +$601 0.31% 80
2023
Q4 		$466K Buy
3,228
+7
+0.2% +$843 0.3% 82
2023
Q3 		$350K Buy
3,221
+5
+0.2% +$587 0.25% 93
2023
Q2 		$390K Buy
3,216
+6
+0.2% +$655 0.27% 93
2023
Q1 		$327K Buy
3,210
+8
+0.2% +$772 0.24% 100
2022
Q4 		$281K Buy
+3,202
New +$259K 0.23% 101

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

Beacon Investment Advisors's LEN Position: Q1 2026 in Review

Beacon Investment Advisors increased its Lennar Class A (LEN) stake by 0.2% in Q1 2026, buying an estimated $540 and bringing the position to 2,516 shares worth $218K. The position accounts for 0.08% of the portfolio, ranked #162.

Beacon Investment Advisors first reported a position in LEN in Q4 2022 and has held it in 14 quarters since. The position peaked at $588K in Q3 2024. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Beacon Investment Advisors held 2,516 shares of Lennar Class A worth $218K as of Q1 2026.
  • Beacon Investment Advisors bought 5 Lennar Class A shares in Q1 2026, an estimated $540.
  • Lennar Class A made up 0.08% of Beacon Investment Advisors's portfolio in Q1 2026, its #162 holding.
  • Beacon Investment Advisors first reported a position in Lennar Class A in Q4 2022 and has held it in 14 quarters since.
  • Beacon Investment Advisors's Lennar Class A position peaked at $588K in Q3 2024.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.