William B. Walkup & Associates’s Lennar Class A LEN Stock Holding History

William B. Walkup & Associates’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	$198K	Buy	2,191 +4	+0.2%	+$358	0.1%	85
2026 Q1	$251K	Sell	2,187 -11	-0.5%	-$1.19K	0.15%	79
2025 Q4	$226K	Hold	2,198	–	–	0.12%	80
2025 Q3	$277K	Hold	2,198	–	–	0.15%	76
2025 Q2	$243K	Buy	2,198 +11	+0.5%	+$1.19K	0.14%	79
2025 Q1	$251K	Sell	2,187 -3	-0.1%	-$375	0.15%	78
2024 Q4	$289K	Hold	2,190	–	–	0.18%	76
2024 Q3	$397K	Hold	2,190	–	–	0.25%	70
2024 Q2	$318K	Buy	+2,190	New	+$333K	0.21%	74

Other funds holding LEN

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SIC

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

FMI

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

William B. Walkup & Associates's LEN Position: Q2 2026 in Review

William B. Walkup & Associates increased its Lennar Class A (LEN) stake by 0.18% in Q2 2026, buying an estimated $358 and bringing the position to 2,191 shares worth $198K. The position accounts for 0.1% of the portfolio, ranked #85.

William B. Walkup & Associates first reported a position in LEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $397K in Q3 2024. 352 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

William B. Walkup & Associates held 2,191 shares of Lennar Class A worth $198K as of Q2 2026.
William B. Walkup & Associates bought 4 Lennar Class A shares in Q2 2026, an estimated $358.
Lennar Class A made up 0.1% of William B. Walkup & Associates's portfolio in Q2 2026, its #85 holding.
William B. Walkup & Associates first reported a position in Lennar Class A in Q2 2024 and has held it in 9 quarters since.
William B. Walkup & Associates's Lennar Class A position peaked at $397K in Q3 2024.
352 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.