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

Lodestone 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
Q3 		$1.57M Buy
19,185
+3,237
+20% +$272K 0.53% 55
2026
Q2 		$1.44M Sell
15,948
-1,398
-8% -$125K 0.51% 60
2026
Q1 		$1.51M Sell
17,346
-136
-0.8% -$14.7K 0.6% 52
2025
Q4 		$1.8M Buy
17,482
+255
+1% +$30.8K 0.73% 42
2025
Q3 		$2.17M Buy
17,227
+3
+0% +$372 0.98% 36
2025
Q2 		$1.91M Buy
17,224
+44
+0.3% +$4.77K 0.93% 39
2025
Q1 		$1.97M Sell
17,180
-3,849
-18% -$481K 1.05% 37
2024
Q4 		$2.78M Sell
21,029
-1,628
-7% -$265K 1.39% 23
2024
Q3 		$4.11M Sell
22,657
-193
-0.8% -$32.3K 2.06% 10
2024
Q2 		$3.32M Sell
22,850
-604
-3% -$91.9K 1.75% 12
2024
Q1 		$3.9M Sell
23,454
-160
-0.7% -$24K 2.05% 8
2023
Q4 		$3.41M Sell
23,614
-2,184
-8% -$263K 1.97% 9
2023
Q3 		$2.8M Sell
25,798
-1,051
-4% -$123K 1.96% 12
2023
Q2 		$3.26M Buy
26,849
+24,334
+968% +$2.66M 2.23% 8
2023
Q1 		$2.25M Sell
2,515
-19,654
-89% -$1.9M 1.74% 14
2022
Q4 		$1.94M Buy
+22,169
New +$1.8M 1.57% 17

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Stockman Wealth Management
Stockman Wealth Management Billings, Montana $960M AUM 19.88% 1-Year Est. Return

Lodestone Wealth Management's LEN Position: Q3 2026 in Review

Lodestone Wealth Management increased its Lennar Class A (LEN) stake by 20% in Q3 2026, buying an estimated $272K and bringing the position to 19,185 shares worth $1.57M. The position accounts for 0.53% of the portfolio, ranked #55.

Lodestone Wealth Management first reported a position in LEN in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.11M in Q3 2024. 248 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Lodestone Wealth Management held 19,185 shares of Lennar Class A worth $1.57M as of Q3 2026.
  • Lodestone Wealth Management bought 3,237 Lennar Class A shares in Q3 2026, an estimated $272K.
  • Lennar Class A made up 0.53% of Lodestone Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Lodestone Wealth Management first reported a position in Lennar Class A in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Lennar Class A position peaked at $4.11M in Q3 2024.
  • 248 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.