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Stamos Capital Partners’s Lennar Class A LEN Stock Holding History

Stamos Capital Partners’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 		$2.42M Buy
27,838
+3,582
+15% +$387K 0.38% 84
2025
Q4 		$2.49M Buy
24,256
+1,912
+9% +$231K 0.4% 80
2025
Q3 		$2.82M Sell
22,344
-21,621
-49% -$2.68M 0.53% 53
2025
Q2 		$4.86M Buy
43,965
+18,090
+70% +$1.96M 0.87% 31
2025
Q1 		$2.97M Buy
25,875
+14,481
+127% +$1.81M 0.78% 34
2024
Q4 		$1.5M Buy
11,394
+7,365
+183% +$1.2M 0.35% 79
2024
Q3 		$731K Sell
4,029
-1,188
-23% -$199K 0.17% 106
2024
Q2 		$757K Buy
5,217
+2,211
+74% +$336K 0.16% 115
2024
Q1 		$500K Sell
3,006
-455
-13% -$68.4K 0.11% 107
2023
Q4 		$499K Sell
3,461
-3,636
-51% -$438K 0.14% 106
2023
Q3 		$771K Hold
7,097
– – 0.17% 102
2023
Q2 		$861K Sell
7,097
-1,353
-16% -$148K 0.2% 93
2023
Q1 		$860K Hold
8,450
– – 0.22% 78
2022
Q4 		$740K Sell
8,450
-19,245
-69% -$1.56M 0.23% 90
2022
Q3 		$2M Buy
27,695
+13,409
+94% +$1.04M 0.51% 54
2022
Q2 		$976K Buy
+14,286
New +$1.05M 0.3% 73
2019
Q1 		– Sell
-12,396
Closed -$470K – 83
2018
Q4 		$470K Buy
+12,396
New +$505K 0.35% 61

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

Stamos Capital Partners's LEN Position: Q1 2026 in Review

Stamos Capital Partners increased its Lennar Class A (LEN) stake by 15% in Q1 2026, buying an estimated $387K and bringing the position to 27,838 shares worth $2.42M. The position accounts for 0.38% of the portfolio, ranked #84.

Stamos Capital Partners first reported a position in LEN in Q4 2018 and has held it in 17 quarters since. The position peaked at $4.86M in Q2 2025. 933 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Stamos Capital Partners held 27,838 shares of Lennar Class A worth $2.42M as of Q1 2026.
  • Stamos Capital Partners bought 3,582 Lennar Class A shares in Q1 2026, an estimated $387K.
  • Lennar Class A made up 0.38% of Stamos Capital Partners's portfolio in Q1 2026, its #84 holding.
  • Stamos Capital Partners first reported a position in Lennar Class A in Q4 2018 and has held it in 17 quarters since.
  • Stamos Capital Partners's Lennar Class A position peaked at $4.86M in Q2 2025.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.