Carson Wealth (CWM LLC)
LEN icon

Carson Wealth (CWM LLC)’s Lennar Class A LEN Stock Holding History

Carson Wealth (CWM 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 		$5.5M Buy
63,359
+56,892
+880% +$6.15M 0.01% 772
2025
Q4 		$665K Sell
6,467
-965
-13% -$117K ﹤0.01% 1745
2025
Q3 		$937K Sell
7,432
-279
-4% -$34.6K ﹤0.01% 1447
2025
Q2 		$853K Buy
7,711
+3,238
+72% +$351K ﹤0.01% 1329
2025
Q1 		$513K Sell
4,473
-1,527
-25% -$191K ﹤0.01% 1431
2024
Q4 		$792K Sell
6,000
-1,326
-18% -$215K ﹤0.01% 1199
2024
Q3 		$1.33M Sell
7,326
-161
-2% -$27K 0.01% 877
2024
Q2 		$1.09M Buy
7,487
+2,090
+39% +$318K 0.01% 850
2024
Q1 		$899K Buy
5,397
+698
+15% +$105K ﹤0.01% 907
2023
Q4 		$678K Buy
4,699
+638
+16% +$76.8K ﹤0.01% 950
2023
Q3 		$441K Buy
4,061
+653
+19% +$76.6K ﹤0.01% 1022
2023
Q2 		$413K Buy
3,408
+632
+23% +$69K ﹤0.01% 997
2023
Q1 		$282K Buy
2,776
+261
+10% +$25.2K ﹤0.01% 1078
2022
Q4 		$220K Sell
2,515
-47
-2% -$3.81K ﹤0.01% 1064
2022
Q3 		$185K Buy
2,562
+681
+36% +$52.9K ﹤0.01% 1086
2022
Q2 		$129K Buy
1,881
+377
+25% +$27.6K ﹤0.01% 1213
2022
Q1 		$118K Buy
1,504
+729
+94% +$65.7K ﹤0.01% 1265
2021
Q4 		$87K Buy
+775
New +$79.2K ﹤0.01% 1344
2021
Q2 		$8K Hold
79
– – ﹤0.01% 2193
2021
Q1 		$8K Hold
79
– – ﹤0.01% 2193
2020
Q4 		$8K Hold
79
– – ﹤0.01% 2193
2020
Q3 		$8K Hold
79
– – ﹤0.01% 2193
2020
Q2 		$8K Hold
79
– – ﹤0.01% 2192
2020
Q1 		$8K Hold
79
– – ﹤0.01% 2192
2019
Q4 		$8K Hold
79
– – ﹤0.01% 2192
2019
Q3 		$8K Hold
79
– – ﹤0.01% 2192
2019
Q2 		$8K Hold
79
– – ﹤0.01% 2192
2019
Q1 		$8K Buy
+79
New +$3.58K ﹤0.01% 2192
2017
Q4 		– Sell
-86
Closed -$4K – 1521
2017
Q3 		$4K Buy
+86
New +$4.29K ﹤0.01% 1140

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $8.66B AUM 17.37% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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

Carson Wealth (CWM LLC)'s LEN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Lennar Class A (LEN) stake by 880% in Q1 2026, buying an estimated $6.15M and bringing the position to 63,359 shares worth $5.5M. The position accounts for 0.01% of the portfolio, ranked #772.

Carson Wealth (CWM LLC) first reported a position in LEN in Q3 2017 and has held it in 29 quarters since. 937 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 63,359 shares of Lennar Class A worth $5.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 56,892 Lennar Class A shares in Q1 2026, an estimated $6.15M.
  • Lennar Class A made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #772 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lennar Class A in Q3 2017 and has held it in 29 quarters since.
  • 937 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.