Geode Capital Management’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $526M | Buy |
5,832,989
+80,156
| +1% | +$7.17M | 0.03% | 456 |
|
|
2026
Q1 | $498M | Buy |
5,752,833
+131,151
| +2% | +$14.2M | 0.03% | 442 |
|
|
2025
Q4 | $576M | Sell |
5,621,682
-315,736
| -5% | -$38.1M | 0.04% | 399 |
|
|
2025
Q3 | $745M | Sell |
5,937,418
-55,051
| -0.9% | -$6.83M | 0.05% | 327 |
|
|
2025
Q2 | $661M | Buy |
5,992,469
+36,390
| +0.6% | +$3.94M | 0.05% | 342 |
|
|
2025
Q1 | $682M | Sell |
5,956,079
-91,508
| -2% | -$11.4M | 0.05% | 315 |
|
|
2024
Q4 | $796M | Buy |
6,047,587
+52,935
| +0.9% | +$8.6M | 0.06% | 274 |
|
|
2024
Q3 | $1.08B | Sell |
5,994,652
-2,280
| -0% | -$382K | 0.09% | 199 |
|
|
2024
Q2 | $868M | Buy |
5,996,932
+102,317
| +2% | +$15.6M | 0.08% | 232 |
|
|
2024
Q1 | $979M | Buy |
5,894,615
+81,575
| +1% | +$12.3M | 0.09% | 206 |
|
|
2023
Q4 | $837M | Buy |
5,813,040
+83,521
| +1% | +$10.1M | 0.09% | 214 |
|
|
2023
Q3 | $621M | Buy |
5,729,519
+82,489
| +1% | +$9.68M | 0.07% | 254 |
|
|
2023
Q2 | $683M | Buy |
5,647,030
+113,588
| +2% | +$12.4M | 0.08% | 239 |
|
|
2023
Q1 | $562M | Buy |
5,533,442
+143,370
| +3% | +$13.8M | 0.07% | 269 |
|
|
2022
Q4 | $471M | Buy |
5,390,072
+44,627
| +0.8% | +$3.61M | 0.07% | 297 |
|
|
2022
Q3 | $385M | Buy |
5,345,445
+1,608
| +0% | +$125K | 0.06% | 326 |
|
|
2022
Q2 | $364M | Buy |
5,343,837
+30,623
| +0.6% | +$2.24M | 0.05% | 334 |
|
|
2022
Q1 | $417M | Sell |
5,313,214
-350,093
| -6% | -$31.5M | 0.05% | 343 |
|
|
2021
Q4 | $635M | Buy |
5,663,307
+324,073
| +6% | +$33.1M | 0.08% | 256 |
|
|
2021
Q3 | $483M | Buy |
5,339,234
+20,283
| +0.4% | +$2.01M | 0.07% | 297 |
|
|
2021
Q2 | $510M | Buy |
5,318,951
+176,812
| +3% | +$17.1M | 0.07% | 280 |
|
|
2021
Q1 | $503M | Buy |
5,142,139
+158,857
| +3% | +$13.4M | 0.08% | 256 |
|
|
2020
Q4 | $367M | Buy |
4,983,282
+72,735
| +1% | +$5.45M | 0.06% | 305 |
|
|
2020
Q3 | $388M | Sell |
4,910,547
-25,598
| -0.5% | -$1.82M | 0.08% | 251 |
|
|
2020
Q2 | $294M | Sell |
4,936,145
-121,163
| -2% | -$6.19M | 0.06% | 293 |
|
|
2020
Q1 | $187M | Buy |
5,057,308
+116,223
| +2% | +$6.58M | 0.05% | 348 |
|
|
2019
Q4 | $266M | Buy |
4,941,085
+553,009
| +13% | +$31.5M | 0.06% | 330 |
|
|
2019
Q3 | $237M | Buy |
4,388,076
+96,340
| +2% | +$4.69M | 0.06% | 328 |
|
|
2019
Q2 | $201M | Buy |
4,291,736
+121,519
| +3% | +$6.06M | 0.05% | 372 |
|
|
2019
Q1 | $198M | Buy |
4,170,217
+171,590
| +4% | +$7.76M | 0.05% | 357 |
|
|
2018
Q4 | $151M | Buy |
3,998,627
+304,058
| +8% | +$12.4M | 0.05% | 383 |
|
|
2018
Q3 | $167M | Buy |
3,694,569
+336,278
| +10% | +$16.9M | 0.05% | 389 |
|
|
2018
Q2 | $170M | Buy |
3,358,291
+106,559
| +3% | +$5.58M | 0.05% | 358 |
|
|
2018
Q1 | $185M | Buy |
3,251,732
+1,016,366
| +45% | +$61.3M | 0.06% | 315 |
|
|
2017
Q4 | $137M | Buy |
2,235,366
+45,486
| +2% | +$2.59M | 0.05% | 390 |
|
|
2017
Q3 | $110M | Buy |
2,189,880
+49,661
| +2% | +$2.48M | 0.04% | 432 |
|
|
2017
Q2 | $108M | Sell |
2,140,219
-10,715
| -0.5% | -$527K | 0.04% | 415 |
|
|
2017
Q1 | $105M | Buy |
2,150,934
+269,472
| +14% | +$12.2M | 0.04% | 407 |
|
|
2016
Q4 | $76.8M | Buy |
1,881,462
+177,460
| +10% | +$7.18M | 0.04% | 467 |
|
|
2016
Q3 | $68.6M | Buy |
1,704,002
+126,369
| +8% | +$5.6M | 0.03% | 473 |
|
|
2016
Q2 | $69.1M | Buy |
1,577,633
+14,155
| +0.9% | +$619K | 0.04% | 437 |
|
|
2016
Q1 | $71.8K | Buy |
1,563,478
+63,865
| +4% | +$2.62M | 0.04% | 432 |
|
|
2015
Q4 | $69.7M | Buy |
1,499,613
+42,507
| +3% | +$2.03M | 0.04% | 432 |
|
|
2015
Q3 | $66.6M | Sell |
1,457,106
-246
| -0% | -$12.1K | 0.04% | 431 |
|
|
2015
Q2 | $70.7M | Sell |
1,457,352
-27,800
| -2% | -$1.28M | 0.04% | 429 |
|
|
2015
Q1 | $73.1M | Buy |
1,485,152
+59,547
| +4% | +$2.71M | 0.04% | 412 |
|
|
2014
Q4 | $60.7M | Buy |
1,425,605
+80,163
| +6% | +$3.32M | 0.04% | 446 |
|
|
2014
Q3 | $49.7M | Sell |
1,345,442
-4,878
| -0.4% | -$181K | 0.03% | 481 |
|
|
2014
Q2 | $53.9M | Sell |
1,350,320
-16,089
| -1% | -$610K | 0.03% | 453 |
|
|
2014
Q1 | $51.5M | Buy |
1,366,409
+89,894
| +7% | +$3.44M | 0.03% | 451 |
|
|
2013
Q4 | $48.1M | Buy |
1,276,515
+77,226
| +6% | +$2.61M | 0.03% | 461 |
|
|
2013
Q3 | $40.4M | Buy |
1,199,289
+21,322
| +2% | +$692K | 0.03% | 468 |
|
|
2013
Q2 | $40.4M | Buy |
+1,177,967
| New | +$44.7M | 0.04% | 442 |
|
Other funds holding LEN
VCM
GA
VPM
AACR
Geode Capital Management's LEN Position: Q2 2026 in Review
Geode Capital Management increased its Lennar Class A (LEN) stake by 1.4% in Q2 2026, buying an estimated $7.17M and bringing the position to 5,832,989 shares worth $526M. The position accounts for 0.03% of the portfolio, ranked #456.
Geode Capital Management first reported a position in LEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.08B in Q3 2024. 746 funds tracked by Wall St. Rank hold LEN as of Q2 2026.
- Geode Capital Management held 5,832,989 shares of Lennar Class A worth $526M as of Q2 2026.
- Geode Capital Management bought 80,156 Lennar Class A shares in Q2 2026, an estimated $7.17M.
- Lennar Class A made up 0.03% of Geode Capital Management's portfolio in Q2 2026, its #456 holding.
- Geode Capital Management first reported a position in Lennar Class A in Q2 2013 and has held it in 53 quarters since.
- Geode Capital Management's Lennar Class A position peaked at $1.08B in Q3 2024.
- 746 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.
Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.