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Forum Financial Management’s Lennar Class A LEN Stock Holding History

Forum Financial Management’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 		– Sell
-3,929
Closed -$404K – 694
2025
Q4 		$404K Sell
3,929
-293
-7% -$35.4K 0.01% 595
2025
Q3 		$532K Buy
4,222
+1
+0% +$124 0.01% 434
2025
Q2 		$467K Buy
4,221
+3
+0.1% +$325 0.01% 442
2025
Q1 		$484K Sell
4,218
-144
-3% -$18K 0.01% 387
2024
Q4 		$576K Buy
4,362
+9
+0.2% +$1.46K 0.01% 327
2024
Q3 		$790K Buy
4,353
+7
+0.2% +$1.17K 0.01% 222
2024
Q2 		$631K Buy
4,346
+27
+0.6% +$4.11K 0.01% 247
2024
Q1 		$719K Hold
4,319
– – 0.01% 244
2023
Q4 		$623K Sell
4,319
-670
-13% -$80.7K 0.01% 242
2023
Q3 		$542K Buy
4,989
+2
+0% +$235 0.01% 262
2023
Q2 		$605K Buy
4,987
+1
+0% +$109 0.01% 253
2023
Q1 		$507K Buy
4,986
+4
+0.1% +$386 0.01% 262
2022
Q4 		$437K Buy
4,982
+588
+13% +$47.6K 0.01% 285
2022
Q3 		$317K Hold
4,394
– – 0.02% 327
2022
Q2 		$300K Buy
4,394
+471
+12% +$34.5K 0.02% 355
2022
Q1 		$308K Buy
3,923
+70
+2% +$6.31K 0.01% 383
2021
Q4 		$433K Buy
+3,853
New +$394K 0.02% 282

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 $32.7B AUM 17.15% 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

Forum Financial Management's LEN Position: Q1 2026 in Review

Forum Financial Management sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 3,929 shares — an estimated $404K sold.

Forum Financial Management first reported a position in LEN in Q4 2021 and held it in 17 quarters. The position peaked at $790K in Q3 2024. 937 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Forum Financial Management reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,929 Lennar Class A shares in Q1 2026, an estimated $404K.
  • Forum Financial Management first reported a position in Lennar Class A in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Lennar Class A position peaked at $790K in Q3 2024.
  • 937 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.