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Summit Securities Group’s Lennar Class A LEN Stock Holding History

Summit Securities Group’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
2021
Q4 		– Sell
-103
Closed -$937K – 878
2021
Q3 		$937K Buy
+103
New +$10.2K 0.07% 273
2021
Q1 		– Sell
-826
Closed -$6.1M – 681
2020
Q4 		$6.1M Buy
+826
New +$61.9K 0.51% 45

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 Securities Group's LEN Position: Q1 2026 in Review

Summit Securities Group reduced its Lennar Class A (LEN) stake by 89% in Q1 2026, selling an estimated $30.9K and leaving 35 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Summit Securities Group first reported a position in LEN in Q2 2015 and has held it in 15 quarters since. The position peaked at $1.44M in Q2 2021. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Summit Securities Group held 35 shares of Lennar Class A worth $3.04K as of Q1 2026.
  • Summit Securities Group sold 286 Lennar Class A shares in Q1 2026, an estimated $30.9K.
  • Lennar Class A made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #885 holding.
  • Summit Securities Group first reported a position in Lennar Class A in Q2 2015 and has held it in 15 quarters since.
  • Summit Securities Group's Lennar Class A position peaked at $1.44M in Q2 2021.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.