Ameriprise’s Lumen LUMN Stock Holding History

Ameriprise’s Portfolio LUMN Stock Details LUMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-16,600	Closed	-$392K	–	3771
2017 Q1	$392K	Sell	16,600 -2,400	-13%	-$58.6K	﹤0.01%	3260
2016 Q4	$452K	Buy	+19,000	New	+$482K	﹤0.01%	3320

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ameriprise's LUMN Position: Q1 2026 in Review

Ameriprise reduced its Lumen (LUMN) stake by 8.5% in Q1 2026, selling an estimated $1.39M and leaving 1,995,825 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Ameriprise first reported a position in LUMN in Q2 2013 and has held it in 52 quarters since. The position peaked at $443M in Q4 2014. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

Ameriprise held 1,995,825 shares of Lumen worth $13.9M as of Q1 2026.
Ameriprise sold 184,253 Lumen shares in Q1 2026, an estimated $1.39M.
Lumen made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #1674 holding.
Ameriprise first reported a position in Lumen in Q2 2013 and has held it in 52 quarters since.
Ameriprise's Lumen position peaked at $443M in Q4 2014.
592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.