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Legacy Trust’s Lennar Class A LEN Stock Holding History

Legacy Trust’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 		$4.83M Buy
55,615
+1,820
+3% +$197K 0.93% 30
2025
Q4 		$5.53M Buy
53,795
+3,115
+6% +$376K 1.03% 30
2025
Q3 		$6.39M Sell
50,680
-1,005
-2% -$125K 1.26% 28
2025
Q2 		$5.72M Sell
51,685
-2,588
-5% -$280K 1.4% 28
2025
Q1 		$6.23M Buy
54,273
+3,159
+6% +$395K 1.5% 25
2024
Q4 		$6.75M Buy
51,114
+619
+1% +$101K 1.57% 23
2024
Q3 		$9.16M Sell
50,495
-203
-0.4% -$34K 2.11% 9
2024
Q2 		$7.36M Sell
50,698
-1,160
-2% -$177K 1.83% 17
2024
Q1 		$8.63M Sell
51,858
-317
-0.6% -$47.6K 2.15% 9
2023
Q4 		$7.53M Sell
52,175
-2,425
-4% -$292K 1.96% 11
2023
Q3 		$5.93M Sell
54,600
-620
-1% -$72.7K 1.72% 14
2023
Q2 		$6.7M Sell
55,220
-92
-0.2% -$10K 1.85% 11
2023
Q1 		$5.63M Sell
55,312
-67
-0.1% -$6.47K 1.68% 15
2022
Q4 		$4.85M Buy
+55,379
New +$4.48M 1.5% 23

Other funds holding LEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Trust's LEN Position: Q1 2026 in Review

Legacy Trust increased its Lennar Class A (LEN) stake by 3.4% in Q1 2026, buying an estimated $197K and bringing the position to 55,615 shares worth $4.83M. The position accounts for 0.93% of the portfolio, ranked #30.

Legacy Trust first reported a position in LEN in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.16M in Q3 2024. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Legacy Trust held 55,615 shares of Lennar Class A worth $4.83M as of Q1 2026.
  • Legacy Trust bought 1,820 Lennar Class A shares in Q1 2026, an estimated $197K.
  • Lennar Class A made up 0.93% of Legacy Trust's portfolio in Q1 2026, its #30 holding.
  • Legacy Trust first reported a position in Lennar Class A in Q4 2022 and has held it in 14 quarters since.
  • Legacy Trust's Lennar Class A position peaked at $9.16M in Q3 2024.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.