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Beaumont Financial Advisors’s Lennar Class A LEN Stock Holding History

Beaumont Financial 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
2025
Q4 		– Sell
-2,306
Closed -$291K – 393
2025
Q3 		$291K Sell
2,306
-7
-0.3% -$869 0.02% 317
2025
Q2 		$256K Buy
2,313
+44
+2% +$4.77K 0.02% 327
2025
Q1 		$260K Sell
2,269
-49
-2% -$6.12K 0.02% 311
2024
Q4 		$306K Sell
2,318
-1
-0% -$163 0.02% 288
2024
Q3 		$421K Hold
2,319
– – 0.03% 230
2024
Q2 		$336K Buy
2,319
+40
+2% +$6.09K 0.03% 257
2024
Q1 		$379K Buy
2,279
+2
+0.1% +$301 0.03% 243
2023
Q4 		$328K Buy
2,277
+347
+18% +$41.8K 0.03% 247
2023
Q3 		$210K Sell
1,930
-37
-2% -$4.34K 0.02% 303
2023
Q2 		$239K Buy
+1,967
New +$215K 0.02% 304
2017
Q2 		– Sell
-9,463
Closed -$461K – 184
2017
Q1 		$461K Buy
9,463
+84
+0.9% +$3.81K 0.06% 121
2016
Q4 		$383K Sell
9,379
-5,616
-37% -$227K 0.06% 106
2016
Q3 		$604K Buy
14,995
+387
+3% +$17.1K 0.1% 97
2016
Q2 		$641K Buy
+14,608
New +$639K 0.11% 92

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beaumont Financial Advisors's LEN Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 2,306 shares — an estimated $291K sold.

Beaumont Financial Advisors first reported a position in LEN in Q2 2016 and held it in 14 quarters. The position peaked at $641K in Q2 2016. 968 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

  • Beaumont Financial Advisors reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 2,306 Lennar Class A shares in Q4 2025, an estimated $291K.
  • Beaumont Financial Advisors first reported a position in Lennar Class A in Q2 2016 and held it in 14 quarters.
  • Beaumont Financial Advisors's Lennar Class A position peaked at $641K in Q2 2016.
  • 968 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.