Ameriprise
LUMN icon

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise's LUMN Position: Q2 2026 in Review

Ameriprise reduced its Lumen (LUMN) stake by 7.7% in Q2 2026, selling an estimated $1.34M and leaving 1,842,798 shares worth $14.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Ameriprise first reported a position in LUMN in Q2 2013 and has held it in 53 quarters since. The position peaked at $443M in Q4 2014. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Ameriprise held 1,842,798 shares of Lumen worth $14.2M as of Q2 2026.
  • Ameriprise sold 153,027 Lumen shares in Q2 2026, an estimated $1.34M.
  • Lumen made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #1784 holding.
  • Ameriprise first reported a position in Lumen in Q2 2013 and has held it in 53 quarters since.
  • Ameriprise's Lumen position peaked at $443M in Q4 2014.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.