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Beacon Investment Advisory Services’s Lennar Class A LEN Stock Holding History

Beacon Investment Advisory Services’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
Q3 		$2.12K Hold
26
– – ﹤0.01% 732
2026
Q2 		$2.35K Buy
+26
New +$2.33K ﹤0.01% 745

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KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Czech National Bank
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BCFS
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IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Beacon Investment Advisory Services's LEN Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Lennar Class A (LEN) position steady in Q3 2026 at 26 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Beacon Investment Advisory Services first reported a position in LEN in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.35K in Q2 2026. 94 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Beacon Investment Advisory Services held 26 shares of Lennar Class A worth $2.12K as of Q3 2026.
  • Beacon Investment Advisory Services left its Lennar Class A share count unchanged in Q3 2026.
  • Lennar Class A made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #732 holding.
  • Beacon Investment Advisory Services first reported a position in Lennar Class A in Q2 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Lennar Class A position peaked at $2.35K in Q2 2026.
  • 94 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.