JGP Wealth Management’s Lennar Class A LEN Stock Holding History

JGP Wealth 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 Q2	$5.06M	Sell	55,960 -4,840	-8%	-$433K	0.45%	43
2026 Q1	$5.28M	Sell	60,800 -322	-0.5%	-$34.8K	0.55%	42
2025 Q4	$6.28M	Buy	61,122 +2,360	+4%	+$285K	0.65%	40
2025 Q3	$7.54M	Sell	58,762 -15,957	-21%	-$1.98M	0.84%	35
2025 Q2	$8.26M	Buy	74,719 +1,217	+2%	+$132K	1%	30
2025 Q1	$8.44M	Sell	73,502 -8,490	-10%	-$1.06M	1.11%	30
2024 Q4	$10.8M	Buy	81,992 +1,354	+2%	+$220K	1.4%	24
2024 Q3	$14.6M	Buy	80,638 +209	+0.3%	+$35K	1.88%	15
2024 Q2	$11.7M	Buy	80,429 +638	+0.8%	+$97.1K	1.66%	19
2024 Q1	$13.3M	Sell	79,791 -31,421	-28%	-$4.72M	1.93%	18
2023 Q4	$16M	Sell	111,212 -722	-0.6%	-$87K	2.38%	8
2023 Q3	$12.2M	Buy	111,934 +907	+0.8%	+$106K	2.04%	14
2023 Q2	$13.5M	Buy	111,027 +427	+0.4%	+$46.6K	2.2%	12
2023 Q1	$11.3M	Buy	110,600 +794	+0.7%	+$76.7K	1.97%	19
2022 Q4	$9.62M	Buy	109,806 +2,234	+2%	+$181K	1.77%	21
2022 Q3	$8.13M	Buy	107,572 +3,069	+3%	+$238K	1.71%	21
2022 Q2	$7.75M	Buy	+104,503	New	+$7.66M	1.56%	25

Other funds holding LEN

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JGP Wealth Management's LEN Position: Q2 2026 in Review

JGP Wealth Management reduced its Lennar Class A (LEN) stake by 8% in Q2 2026, selling an estimated $433K and leaving 55,960 shares worth $5.06M. The position accounts for 0.45% of the portfolio, ranked #43.

JGP Wealth Management first reported a position in LEN in Q2 2022 and has held it in 17 quarters since. The position peaked at $16M in Q4 2023. 248 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

JGP Wealth Management held 55,960 shares of Lennar Class A worth $5.06M as of Q2 2026.
JGP Wealth Management sold 4,840 Lennar Class A shares in Q2 2026, an estimated $433K.
Lennar Class A made up 0.45% of JGP Wealth Management's portfolio in Q2 2026, its #43 holding.
JGP Wealth Management first reported a position in Lennar Class A in Q2 2022 and has held it in 17 quarters since.
JGP Wealth Management's Lennar Class A position peaked at $16M in Q4 2023.
248 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.