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Montgomery Investment Management’s Lennar Class A LEN Stock Holding History

Montgomery Investment 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 		$5.88M Sell
64,938
-1,850
-3% -$165K 1.78% 17
2026
Q1 		$5.8M Hold
66,788
– – 1.98% 18
2025
Q4 		$6.87M Sell
66,788
-736
-1% -$88.9K 2.47% 11
2025
Q3 		$8.51M Sell
67,524
-89
-0.1% -$11K 2.99% 10
2025
Q2 		$7.48M Sell
67,613
-850
-1% -$92.1K 2.89% 10
2025
Q1 		$7.86M Sell
68,463
-2,259
-3% -$282K 3.13% 9
2024
Q4 		$9.34M Sell
70,722
-413
-0.6% -$67.1K 3.68% 8
2024
Q3 		$12.9M Hold
71,135
– – 4.67% 5
2024
Q2 		$10.3M Hold
71,135
– – 4.08% 7
2024
Q1 		$11.8M Sell
71,135
-27,891
-28% -$4.19M 4.52% 6
2023
Q4 		$14.3M Sell
99,026
-74
-0.1% -$8.91K 4.39% 7
2023
Q3 		$10.8M Sell
99,100
-695
-0.7% -$81.5K 3.71% 10
2023
Q2 		$12.1M Sell
99,795
-222
-0.2% -$24.2K 4.07% 10
2023
Q1 		$10.2M Hold
100,017
– – 3.6% 11
2022
Q4 		$8.76M Hold
100,017
– – 3.11% 11
2022
Q3 		$7.22M Sell
100,017
-136
-0.1% -$10.6K 2.96% 12
2022
Q2 		$6.84M Sell
100,153
-1,371
-1% -$100K 2.77% 14
2022
Q1 		$7.98M Hold
101,524
– – 2.73% 15
2021
Q4 		$11.4M Sell
101,524
-2,050
-2% -$210K 3.84% 8
2021
Q3 		$9.39M Buy
103,574
+2,050
+2% +$203K 3.51% 8
2021
Q2 		$9.76M Sell
101,524
-2,050
-2% -$198K 3.62% 7
2021
Q1 		$10.2M Hold
103,574
– – 3.89% 6
2020
Q4 		$7.64M Hold
103,574
– – 3.51% 10
2020
Q3 		$8.19M Sell
103,574
-28,124
-21% -$2M 4.3% 6
2020
Q2 		$7.86M Sell
131,698
-5,914
-4% -$302K 4.26% 7
2020
Q1 		$5.09M Sell
137,612
-1,097
-0.8% -$62.1K 3.32% 7
2019
Q4 		$7.49M Sell
138,709
-1,097
-0.8% -$62.6K 3.06% 10
2019
Q3 		$7.56M Sell
139,806
-913
-0.6% -$44.5K 3.23% 9
2019
Q2 		$6.6M Sell
140,719
-732
-0.5% -$36.5K 2.89% 10
2019
Q1 		$6.72M Sell
141,451
-187
-0.1% -$8.46K 3% 8
2018
Q4 		$5.37M Sell
141,638
-338
-0.2% -$13.8K 2.72% 10
2018
Q3 		$6.42M Sell
141,976
-2
-0% -$101 2.64% 10
2018
Q2 		$7.22M Sell
141,978
-2,102
-1% -$110K 2.97% 10
2018
Q1 		$8.22M Buy
+144,080
New +$8.69M 3.45% 8

Other funds holding LEN

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Montgomery Investment Management's LEN Position: Q2 2026 in Review

Montgomery Investment Management reduced its Lennar Class A (LEN) stake by 2.8% in Q2 2026, selling an estimated $165K and leaving 64,938 shares worth $5.88M. The position accounts for 1.78% of the portfolio, ranked #17.

Montgomery Investment Management first reported a position in LEN in Q1 2018 and has held it in 34 quarters since. The position peaked at $14.3M in Q4 2023. 217 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Montgomery Investment Management held 64,938 shares of Lennar Class A worth $5.88M as of Q2 2026.
  • Montgomery Investment Management sold 1,850 Lennar Class A shares in Q2 2026, an estimated $165K.
  • Lennar Class A made up 1.78% of Montgomery Investment Management's portfolio in Q2 2026, its #17 holding.
  • Montgomery Investment Management first reported a position in Lennar Class A in Q1 2018 and has held it in 34 quarters since.
  • Montgomery Investment Management's Lennar Class A position peaked at $14.3M in Q4 2023.
  • 217 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.