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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
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 		$9.56M 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 $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lyell Wealth Management's LEN Position: Q2 2026 in Review

Lyell Wealth Management reduced its Lennar Class A (LEN) stake by 85% in Q2 2026, selling an estimated $2.61M and leaving 5,139 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #172.

Lyell Wealth Management first reported a position in LEN in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.7M in Q3 2024. 938 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Lyell Wealth Management held 5,139 shares of Lennar Class A worth $465K as of Q2 2026.
  • Lyell Wealth Management sold 29,157 Lennar Class A shares in Q2 2026, an estimated $2.61M.
  • Lennar Class A made up 0.03% of Lyell Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Lyell Wealth Management first reported a position in Lennar Class A in Q4 2021 and has held it in 19 quarters since.
  • Lyell Wealth Management's Lennar Class A position peaked at $14.7M in Q3 2024.
  • 938 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.