Trust Asset Management’s Lennar Class A LEN Stock Holding History

Trust Asset 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 Q2	$223K	Sell	2,465 -195	-7%	-$17.4K	0.01%	222
2026 Q1	$231K	Hold	2,660	–	–	0.02%	211
2025 Q4	$273K	Sell	2,660 -107	-4%	-$12.9K	0.02%	192
2025 Q3	$349K	Hold	2,767	–	–	0.02%	171
2025 Q2	$306K	Hold	2,767	–	–	0.02%	177
2025 Q1	$318K	Sell	2,767 -281	-9%	-$35.1K	0.03%	169
2024 Q4	$402K	Hold	3,048	–	–	0.03%	148
2024 Q3	$553K	Hold	3,048	–	–	0.04%	132
2024 Q2	$442K	Hold	3,048	–	–	0.04%	139
2024 Q1	$508K	Hold	3,048	–	–	0.04%	135
2023 Q4	$440K	Hold	3,048	–	–	0.04%	137
2023 Q3	$331K	Hold	3,048	–	–	0.04%	147
2023 Q2	$370K	Hold	3,048	–	–	0.04%	144
2023 Q1	$310K	Buy	3,048 +15	+0.5%	+$1.45K	0.03%	156
2022 Q4	$266K	Hold	3,033	–	–	0.03%	171
2022 Q3	$219K	Buy	+3,033	New	+$236K	0.03%	178
2022 Q2	–	Sell	-2,856	Closed	-$224K	–	194
2022 Q1	$224K	Buy	2,856 +83	+3%	+$7.48K	0.03%	181
2021 Q4	$312K	Hold	2,773	–	–	0.04%	166
2021 Q3	$251K	Buy	2,773 +186	+7%	+$18.4K	0.03%	176
2021 Q2	$249K	Buy	2,587 +294	+13%	+$28.4K	0.03%	170
2021 Q1	$225K	Buy	+2,293	New	+$193K	0.03%	169

Other funds holding LEN

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Trust Asset Management's LEN Position: Q2 2026 in Review

Trust Asset Management reduced its Lennar Class A (LEN) stake by 7.3% in Q2 2026, selling an estimated $17.4K and leaving 2,465 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #222.

Trust Asset Management first reported a position in LEN in Q1 2021 and has held it in 21 quarters since. The position peaked at $553K in Q3 2024. 160 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Trust Asset Management held 2,465 shares of Lennar Class A worth $223K as of Q2 2026.
Trust Asset Management sold 195 Lennar Class A shares in Q2 2026, an estimated $17.4K.
Lennar Class A made up 0.01% of Trust Asset Management's portfolio in Q2 2026, its #222 holding.
Trust Asset Management first reported a position in Lennar Class A in Q1 2021 and has held it in 21 quarters since.
Trust Asset Management's Lennar Class A position peaked at $553K in Q3 2024.
160 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Trust Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.