Ameritas Investment Partners’s Lumen LUMN Stock Holding History

Ameritas Investment Partners’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
2026 Q2	$678K	Buy	88,310 +9,504	+12%	+$83.3K	0.02%	786
2026 Q1	$548K	Hold	78,806	–	–	0.02%	811
2025 Q4	$612K	Sell	78,806 -931	-1%	-$7.66K	0.02%	770
2025 Q3	$488K	Sell	79,737 -17,707	-18%	-$85K	0.01%	830
2025 Q2	$427K	Sell	97,444 -5,748	-6%	-$22.3K	0.01%	905
2025 Q1	$405K	Sell	103,192 -2,700	-3%	-$13.5K	0.01%	912
2024 Q4	$562K	Buy	105,892 +5,153	+5%	+$35.6K	0.02%	787
2024 Q3	$715K	Buy	100,739 +543	+0.5%	+$2.32K	0.02%	722
2024 Q2	$110K	Hold	100,196	–	–	﹤0.01%	1660
2024 Q1	$156K	Hold	100,196	–	–	0.01%	1464
2023 Q4	$183K	Hold	100,196	–	–	0.01%	1318
2023 Q3	$142K	Buy	100,196 +16,919	+20%	+$28.6K	0.01%	1409
2023 Q2	$188K	Buy	+83,277	New	+$183K	0.01%	1168
2023 Q1	–	Sell	-12,492	Closed	-$64.4K	–	3017
2022 Q4	$64.4K	Buy	12,492 +411	+3%	+$2.53K	﹤0.01%	1885
2022 Q3	$87K	Hold	12,081	–	–	﹤0.01%	1596
2022 Q2	$131K	Hold	12,081	–	–	0.01%	1319
2022 Q1	$136K	Hold	12,081	–	–	﹤0.01%	1432
2021 Q4	$152K	Sell	12,081 -2,286	-16%	-$29.1K	0.01%	1416
2021 Q3	$178K	Hold	14,367	–	–	0.01%	1295
2021 Q2	$195K	Hold	14,367	–	–	0.01%	1273
2021 Q1	$192K	Hold	14,367	–	–	0.01%	1246
2020 Q4	$140K	Sell	14,367 -1,642	-10%	-$16.2K	0.01%	1358
2020 Q3	$162K	Hold	16,009	–	–	0.01%	1144
2020 Q2	$161K	Hold	16,009	–	–	0.01%	1111
2020 Q1	$151K	Sell	16,009 -1,448	-8%	-$18.1K	0.01%	1049
2019 Q4	$231K	Hold	17,457	–	–	0.01%	1008
2019 Q3	$218K	Hold	17,457	–	–	0.01%	1009
2019 Q2	$205K	Hold	17,457	–	–	0.01%	1048
2019 Q1	$209K	Hold	17,457	–	–	0.01%	1022
2018 Q4	$264K	Sell	17,457 -190	-1%	-$3.63K	0.01%	854
2018 Q3	$374K	Sell	17,647 -1,060	-6%	-$22.2K	0.02%	808
2018 Q2	$348K	Sell	18,707 -1,599	-8%	-$29K	0.02%	819
2018 Q1	$334K	Sell	20,306 -2,245	-10%	-$38.9K	0.02%	852
2017 Q4	$371K	Buy	22,551 +9,390	+71%	+$159K	0.02%	813
2017 Q3	$258K	Hold	13,161	–	–	0.01%	936
2017 Q2	$314K	Sell	13,161 -674	-5%	-$16.9K	0.02%	865
2017 Q1	$326K	Hold	13,835	–	–	0.02%	851
2016 Q4	$328K	Hold	13,835	–	–	0.02%	845
2016 Q3	$379K	Buy	13,835 +2,486	+22%	+$72.6K	0.02%	801
2016 Q2	$329K	Hold	11,349	–	–	0.02%	789
2016 Q1	$363K	Hold	11,349	–	–	0.02%	743
2015 Q4	$285K	Buy	11,349 +783	+7%	+$21K	0.02%	818
2015 Q3	$265K	Hold	10,566	–	–	0.02%	814
2015 Q2	$310K	Hold	10,566	–	–	0.02%	799
2015 Q1	$365K	Hold	10,566	–	–	0.02%	743
2014 Q4	$418K	Hold	10,566	–	–	0.03%	674
2014 Q3	$432K	Sell	10,566 -855	-7%	-$33.6K	0.03%	640
2014 Q2	$413K	Hold	11,421	–	–	0.03%	692
2014 Q1	$375K	Sell	11,421 -986	-8%	-$30.2K	0.03%	697
2013 Q4	$395K	Sell	12,407 -307	-2%	-$9.81K	0.03%	684
2013 Q3	$399K	Buy	+12,714	New	+$433K	0.04%	604

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameritas Investment Partners's LUMN Position: Q2 2026 in Review

Ameritas Investment Partners increased its Lumen (LUMN) stake by 12% in Q2 2026, buying an estimated $83.3K and bringing the position to 88,310 shares worth $678K. The position accounts for 0.02% of the portfolio, ranked #786.

Ameritas Investment Partners first reported a position in LUMN in Q3 2013 and has held it in 51 quarters since. The position peaked at $715K in Q3 2024. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Ameritas Investment Partners held 88,310 shares of Lumen worth $678K as of Q2 2026.
Ameritas Investment Partners bought 9,504 Lumen shares in Q2 2026, an estimated $83.3K.
Lumen made up 0.02% of Ameritas Investment Partners's portfolio in Q2 2026, its #786 holding.
Ameritas Investment Partners first reported a position in Lumen in Q3 2013 and has held it in 51 quarters since.
Ameritas Investment Partners's Lumen position peaked at $715K in Q3 2024.
620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.