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Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

LEN holding history

Lennar Corp in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LEN overviewAll 13F holders of LENFull Q2 2026 holdings

Shares (Q2 2026)
5,139
Value
$465.0K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of LEN by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,139$465.0K<0.1%−29,157−85.0%ReducedHolders
Q1 202634,296$2.98M0.2%−44,403−56.4%ReducedHolders
Q4 202578,699$8.09M0.6%−8,563−9.8%ReducedHolders
Q3 202587,262$11.0M0.8%+3,078+3.7%AddedHolders
Q2 202584,184$9.31M0.7%+899+1.1%AddedHolders
Q1 202583,285$9.56M0.9%+124+0.1%AddedHolders
Q4 202483,161$11.3M1.0%+4,538+5.8%AddedHolders
Q3 202478,623$14.7M1.3%+2,785+3.7%AddedHolders
Q2 202475,838$11.4M1.1%+4,156+5.8%AddedHolders
Q1 202471,682$12.3M1.3%+206+0.3%AddedHolders
Q4 202371,476$10.7M1.2%+1,953+2.8%AddedHolders
Q3 202369,523$7.80M1.0%−1,101−1.6%ReducedHolders
Q2 202370,624$8.85M1.1%+1,274+1.8%AddedHolders
Q1 202369,350$7.29M1.0%+4,777+7.4%AddedHolders
Q4 202264,573$5.84M0.9%+5,910+10.1%AddedHolders
Q3 202258,663$4.37M0.7%+776+1.3%AddedHolders
Q2 202257,887$4.08M0.7%+16,765+40.8%AddedHolders
Q1 202241,122$3.34M0.4%+30,083+272.5%AddedHolders
Q4 202111,039$1.28M0.1%+11,039NewHolders