Balyasny Asset Management’s Lumen LUMN Stock Holding History

Balyasny Asset Management’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
2019 Q4	–	Sell	-120,000	Closed	-$1.5M	–	1350
2019 Q3	$1.5M	Buy	+120,000	New	+$1.43M	0.01%	759
2019 Q1	–	Sell	-80,000	Closed	-$1.21M	–	1529
2018 Q4	$1.21M	Buy	+80,000	New	+$1.53M	0.01%	849
2014 Q3	–	Sell	-100,000	Closed	-$3.62M	–	799
2014 Q2	$3.62M	Buy	+100,000	New	+$3.59M	0.04%	445

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

Balyasny Asset Management's LUMN Position: Q1 2026 in Review

Balyasny Asset Management reduced its Lumen (LUMN) stake by 23% in Q1 2026, selling an estimated $3.71M and leaving 1,678,951 shares worth $11.7M. The position accounts for 0.02% of the portfolio, ranked #967.

Balyasny Asset Management first reported a position in LUMN in Q4 2015 and has held it in 30 quarters since. The position peaked at $67.9M in Q4 2017. 593 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

Balyasny Asset Management held 1,678,951 shares of Lumen worth $11.7M as of Q1 2026.
Balyasny Asset Management sold 490,195 Lumen shares in Q1 2026, an estimated $3.71M.
Lumen made up 0.02% of Balyasny Asset Management's portfolio in Q1 2026, its #967 holding.
Balyasny Asset Management first reported a position in Lumen in Q4 2015 and has held it in 30 quarters since.
Balyasny Asset Management's Lumen position peaked at $67.9M in Q4 2017.
593 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.