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 Q2	$3.03M	Buy	33,512 +5,674	+20%	+$507K	0.46%	79
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stamos Capital Partners's LEN Position: Q2 2026 in Review

Stamos Capital Partners increased its Lennar Class A (LEN) stake by 20% in Q2 2026, buying an estimated $507K and bringing the position to 33,512 shares worth $3.03M. The position accounts for 0.46% of the portfolio, ranked #79.

Stamos Capital Partners first reported a position in LEN in Q4 2018 and has held it in 18 quarters since. The position peaked at $4.86M in Q2 2025. 938 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Stamos Capital Partners held 33,512 shares of Lennar Class A worth $3.03M as of Q2 2026.
Stamos Capital Partners bought 5,674 Lennar Class A shares in Q2 2026, an estimated $507K.
Lennar Class A made up 0.46% of Stamos Capital Partners's portfolio in Q2 2026, its #79 holding.
Stamos Capital Partners first reported a position in Lennar Class A in Q4 2018 and has held it in 18 quarters since.
Stamos Capital Partners's Lennar Class A position peaked at $4.86M in Q2 2025.
938 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.