Lyell Wealth Management
LEN icon

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

Lyell 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 		– Sell
-5,139
Closed -$465K – 236
2026
Q2 		$465K Sell
5,139
-29,157
-85% -$2.61M 0.03% 172
2026
Q1 		$2.98M Sell
34,296
-44,403
-56% -$4.8M 0.22% 81
2025
Q4 		$8.09M Sell
78,699
-8,563
-10% -$1.03M 0.59% 59
2025
Q3 		$11M Buy
87,262
+3,078
+4% +$382K 0.82% 43
2025
Q2 		$9.31M Buy
84,184
+899
+1% +$97.4K 0.74% 49
2025
Q1 		$9.6M Sell
83,285
-2,620
-3% -$327K 0.89% 36
2024
Q4 		$11.3M Buy
85,905
+4,687
+6% +$762K 1.02% 33
2024
Q3 		$14.7M Buy
81,218
+2,877
+4% +$482K 1.34% 21
2024
Q2 		$11.4M Buy
78,341
+4,293
+6% +$653K 1.09% 28
2024
Q1 		$12.3M Buy
74,048
+213
+0.3% +$32K 1.25% 24
2023
Q4 		$10.7M Buy
73,835
+2,018
+3% +$243K 1.21% 27
2023
Q3 		$7.8M Sell
71,817
-1,138
-2% -$133K 1.05% 36
2023
Q2 		$8.85M Buy
72,955
+1,316
+2% +$144K 1.13% 31
2023
Q1 		$7.29M Buy
71,639
+4,935
+7% +$476K 1.02% 34
2022
Q4 		$5.84M Buy
66,704
+6,105
+10% +$494K 0.92% 40
2022
Q3 		$4.37M Buy
60,599
+802
+1% +$62.3K 0.74% 51
2022
Q2 		$4.08M Buy
59,797
+17,318
+41% +$1.27M 0.67% 56
2022
Q1 		$3.34M Buy
42,479
+31,076
+273% +$2.8M 0.43% 75
2021
Q4 		$1.28M Buy
+11,403
New +$1.17M 0.15% 95

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Lyell Wealth Management sold out of Lennar Class A (LEN) in Q3 2026, closing a stake of 5,139 shares — an estimated $465K sold.

Lyell Wealth Management first reported a position in LEN in Q4 2021 and held it in 19 quarters. The position peaked at $14.7M in Q3 2024. 607 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Lyell Wealth Management reported no remaining Lennar Class A position as of Q3 2026 after selling out during the quarter.
  • Lyell Wealth Management sold 5,139 Lennar Class A shares in Q3 2026, an estimated $465K.
  • Lyell Wealth Management first reported a position in Lennar Class A in Q4 2021 and held it in 19 quarters.
  • Lyell Wealth Management's Lennar Class A position peaked at $14.7M in Q3 2024.
  • 607 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.