Institute for Wealth 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 | $770K | Hold |
8,509
| – | – | 0.07% | 246 |
|
|
2026
Q1 | $739K | Sell |
8,509
-719
| -8% | -$77.7K | 0.08% | 247 |
|
|
2025
Q4 | $949K | Sell |
9,228
-208
| -2% | -$25.1K | 0.1% | 204 |
|
|
2025
Q3 | $1.19M | Hold |
9,436
| – | – | 0.12% | 169 |
|
|
2025
Q2 | $1.04M | Sell |
9,436
-200
| -2% | -$21.7K | 0.12% | 184 |
|
|
2025
Q1 | $1.11M | Buy |
9,636
+688
| +8% | +$85.9K | 0.14% | 167 |
|
|
2024
Q4 | $1.18M | Sell |
8,948
-26
| -0.3% | -$4.22K | 0.15% | 147 |
|
|
2024
Q3 | $1.63M | Sell |
8,974
-23
| -0.3% | -$3.85K | 0.21% | 111 |
|
|
2024
Q2 | $1.31M | Hold |
8,997
| – | – | 0.18% | 122 |
|
|
2024
Q1 | $1.5M | Sell |
8,997
-45
| -0.5% | -$6.76K | 0.19% | 114 |
|
|
2023
Q4 | $1.3M | Sell |
9,042
-75
| -0.8% | -$9.03K | 0.21% | 121 |
|
|
2023
Q3 | $991K | Sell |
9,117
-32
| -0.3% | -$3.75K | 0.18% | 141 |
|
|
2023
Q2 | $1.11M | Hold |
9,149
| – | – | 0.19% | 130 |
|
|
2023
Q1 | $931K | Sell |
9,149
-11
| -0.1% | -$1.06K | 0.18% | 150 |
|
|
2022
Q4 | $802K | Sell |
9,160
-62
| -0.7% | -$5.02K | 0.17% | 167 |
|
|
2022
Q3 | $665K | Hold |
9,222
| – | – | 0.15% | 183 |
|
|
2022
Q2 | $630K | Sell |
9,222
-72
| -0.8% | -$5.28K | 0.12% | 209 |
|
|
2022
Q1 | $730K | Sell |
9,294
-52
| -0.6% | -$4.68K | 0.12% | 215 |
|
|
2021
Q4 | $1.05M | Hold |
9,346
| – | – | 0.17% | 147 |
|
|
2021
Q3 | $847K | Hold |
9,346
| – | – | 0.15% | 176 |
|
|
2021
Q2 | $899K | Hold |
9,346
| – | – | 0.16% | 169 |
|
|
2021
Q1 | $916K | Sell |
9,346
-26
| -0.3% | -$2.19K | 0.17% | 158 |
|
|
2020
Q4 | $692K | Sell |
9,372
-231
| -2% | -$17.3K | 0.14% | 193 |
|
|
2020
Q3 | $759K | Buy |
9,603
+62
| +0.6% | +$4.4K | 0.17% | 152 |
|
|
2020
Q2 | $569K | Sell |
9,541
-118
| -1% | -$6.03K | 0.14% | 204 |
|
|
2020
Q1 | $357K | Hold |
9,659
| – | – | 0.11% | 245 |
|
|
2019
Q4 | $522K | Hold |
9,659
| – | – | 0.12% | 241 |
|
|
2019
Q3 | $522K | Hold |
9,659
| – | – | 0.13% | 227 |
|
|
2019
Q2 | $453K | Hold |
9,659
| – | – | 0.1% | 274 |
|
|
2019
Q1 | $459K | Buy |
+9,659
| New | +$437K | 0.1% | 257 |
|
|
2018
Q4 | – | Sell |
-11,837
| Closed | -$552K | – | 308 |
|
|
2018
Q3 | $552K | Hold |
11,837
| – | – | 0.19% | 153 |
|
|
2018
Q2 | $604K | Buy |
11,837
+666
| +6% | +$34.9K | 0.19% | 149 |
|
|
2018
Q1 | $571K | Buy |
11,171
+3,828
| +52% | +$231K | 0.17% | 178 |
|
|
2017
Q4 | $449K | Buy |
+7,343
| New | +$417K | 0.1% | 242 |
|
|
2017
Q3 | – | Sell |
-7,674
| Closed | -$390K | – | 323 |
|
|
2017
Q2 | $390K | Buy |
+7,674
| New | +$378K | 0.11% | 267 |
|
Other funds holding LEN
GA
Institute for Wealth Management's LEN Position: Q2 2026 in Review
Institute for Wealth Management held its Lennar Class A (LEN) position steady in Q2 2026 at 8,509 shares worth $770K. The position accounts for 0.07% of the portfolio, ranked #246.
Institute for Wealth Management first reported a position in LEN in Q2 2017 and has held it in 35 quarters since. The position peaked at $1.63M in Q3 2024. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.
- Institute for Wealth Management held 8,509 shares of Lennar Class A worth $770K as of Q2 2026.
- Institute for Wealth Management left its Lennar Class A share count unchanged in Q2 2026.
- Lennar Class A made up 0.07% of Institute for Wealth Management's portfolio in Q2 2026, its #246 holding.
- Institute for Wealth Management first reported a position in Lennar Class A in Q2 2017 and has held it in 35 quarters since.
- Institute for Wealth Management's Lennar Class A position peaked at $1.63M in Q3 2024.
- 933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.