LWM
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
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 		$9.56M 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

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 $8.66B AUM 17.37% 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

Lyell Wealth Management's LEN Position: Q1 2026 in Review

Lyell Wealth Management reduced its Lennar Class A (LEN) stake by 56% in Q1 2026, selling an estimated $4.8M and leaving 34,296 shares worth $2.98M. The position accounts for 0.22% of the portfolio, ranked #81.

Lyell Wealth Management first reported a position in LEN in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.7M in Q3 2024. 933 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Lyell Wealth Management held 34,296 shares of Lennar Class A worth $2.98M as of Q1 2026.
  • Lyell Wealth Management sold 44,403 Lennar Class A shares in Q1 2026, an estimated $4.8M.
  • Lennar Class A made up 0.22% of Lyell Wealth Management's portfolio in Q1 2026, its #81 holding.
  • Lyell Wealth Management first reported a position in Lennar Class A in Q4 2021 and has held it in 18 quarters since.
  • Lyell Wealth Management's Lennar Class A position peaked at $14.7M in Q3 2024.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.