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Wilkerson Advisory Group’s Lennar Class A LEN Stock Holding History

Wilkerson Advisory 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
2026
Q1 		– Sell
-28
Closed -$2.88K – 637
2025
Q4 		$2.88K Buy
+28
New +$3.38K ﹤0.01% 494

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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 $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wilkerson Advisory Group's LEN Position: Q1 2026 in Review

Wilkerson Advisory Group sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 28 shares — an estimated $2.88K sold.

Wilkerson Advisory Group first reported a position in LEN in Q4 2025 and held it in 1 quarter. The position peaked at $2.88K in Q4 2025. 937 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Wilkerson Advisory Group reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • Wilkerson Advisory Group sold 28 Lennar Class A shares in Q1 2026, an estimated $2.88K.
  • Wilkerson Advisory Group first reported a position in Lennar Class A in Q4 2025 and held it in 1 quarter.
  • Wilkerson Advisory Group's Lennar Class A position peaked at $2.88K in Q4 2025.
  • 937 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Wilkerson Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.