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Summit Financial’s Lennar Class A LEN Stock Holding History

Summit Financial’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 		$244K Buy
2,813
+190
+7% +$20.5K ﹤0.01% 1271
2025
Q4 		$270K Buy
2,623
+36
+1% +$4.35K ﹤0.01% 1121
2025
Q3 		$326K Sell
2,587
-231
-8% -$28.7K 0.01% 1034
2025
Q2 		$312K Sell
2,818
-18
-0.6% -$1.95K 0.01% 674
2025
Q1 		$326K Sell
2,836
-55
-2% -$6.87K 0.01% 597
2024
Q4 		$382K Buy
2,891
+173
+6% +$28.1K 0.01% 490
2024
Q3 		$493K Buy
2,718
+33
+1% +$5.53K 0.02% 375
2024
Q2 		$390K Buy
2,685
+1,188
+79% +$181K 0.02% 369
2024
Q1 		$249K Sell
1,497
-165
-10% -$24.8K 0.01% 344
2023
Q4 		$240K Buy
+1,662
New +$200K 0.02% 321
2023
Q3 		– Sell
-2,071
Closed -$251K – 342
2023
Q2 		$251K Buy
+2,071
New +$226K 0.02% 292

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 $6.07B AUM 11.2% 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

Summit Financial's LEN Position: Q1 2026 in Review

Summit Financial increased its Lennar Class A (LEN) stake by 7.2% in Q1 2026, buying an estimated $20.5K and bringing the position to 2,813 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Summit Financial first reported a position in LEN in Q2 2023 and has held it in 11 quarters since. The position peaked at $493K in Q3 2024. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Summit Financial held 2,813 shares of Lennar Class A worth $244K as of Q1 2026.
  • Summit Financial bought 190 Lennar Class A shares in Q1 2026, an estimated $20.5K.
  • Lennar Class A made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1271 holding.
  • Summit Financial first reported a position in Lennar Class A in Q2 2023 and has held it in 11 quarters since.
  • Summit Financial's Lennar Class A position peaked at $493K in Q3 2024.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.