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KWMG LLC’s Lennar Class A LEN Stock Holding History

KWMG 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
Q2 		$4.85M Buy
53,562
+3,754
+8% +$336K 0.35% 79
2026
Q1 		$4.33M Buy
49,808
+3,136
+7% +$339K 0.36% 82
2025
Q4 		$4.8M Buy
46,672
+2,375
+5% +$287K 0.41% 78
2025
Q3 		$5.58M Buy
44,297
+2,603
+6% +$323K 0.49% 73
2025
Q2 		$4.61M Buy
41,694
+4,541
+12% +$492K 0.43% 82
2025
Q1 		$4.26M Buy
37,153
+1,192
+3% +$149K 0.43% 83
2024
Q4 		$4.75M Buy
35,961
+157
+0.4% +$25.5K 0.49% 77
2024
Q3 		$6.5M Sell
35,804
-856
-2% -$143K 0.65% 52
2024
Q2 		$5.32M Sell
36,660
-4,161
-10% -$633K 0.57% 68
2024
Q1 		$6.8M Sell
40,821
-1,572
-4% -$236K 0.74% 44
2023
Q4 		$6.12M Sell
42,393
-3,283
-7% -$395K 0.72% 43
2023
Q3 		$4.96M Sell
45,676
-1,468
-3% -$172K 0.62% 53
2023
Q2 		$5.72M Buy
47,144
+12
+0% +$1.31K 0.71% 44
2023
Q1 		$4.8M Sell
47,132
-282
-0.6% -$27.2K 0.65% 51
2022
Q4 		$4.15M Buy
47,414
+168
+0.4% +$13.6K 0.59% 59
2022
Q3 		$3.41M Buy
47,246
+1,804
+4% +$140K 0.52% 66
2022
Q2 		$3.1M Buy
45,442
+3,131
+7% +$229K 0.47% 80
2022
Q1 		$3.33M Buy
+42,311
New +$3.81M 0.46% 83

Other funds holding LEN

AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return