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Mowery & Schoenfeld Wealth Management’s Lennar Class A LEN Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-40
Closed -$4.32K – 353
2025
Q4 		$4.13K Hold
40
– – 0.01% 342
2025
Q3 		$5.06K Hold
40
– – 0.01% 286
2025
Q2 		$4.44K Hold
40
– – 0.01% 281
2025
Q1 		$4.61K Sell
40
-8
-17% -$999 0.01% 329
2024
Q4 		$6.27K Buy
+48
New +$7.8K 0.01% 282

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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 $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's LEN Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 40 shares — an estimated $4.32K sold.

Mowery & Schoenfeld Wealth Management first reported a position in LEN in Q4 2024 and held it in 5 quarters. The position peaked at $6.27K in Q4 2024. 938 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 40 Lennar Class A shares in Q1 2026, an estimated $4.32K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Lennar Class A in Q4 2024 and held it in 5 quarters.
  • Mowery & Schoenfeld Wealth Management's Lennar Class A position peaked at $6.27K in Q4 2024.
  • 938 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.