Barrow, Hanley, Mewhinney & Strauss’s Lumen LUMN Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2025 Q4	–	Sell	-152	Closed	-$930	–	392
2025 Q3	$930	Buy	152 +20	+15%	+$96	﹤0.01%	330
2025 Q2	$578	Buy	+132	New	+$512	﹤0.01%	312
2019 Q3	–	Sell	-141	Closed	-$2K	–	330
2019 Q2	$2K	Hold	141	–	–	﹤0.01%	335
2019 Q1	$2K	Hold	141	–	–	﹤0.01%	338
2018 Q4	$2K	Hold	141	–	–	﹤0.01%	346
2018 Q3	$3K	Sell	141 -1	-0.7%	-$21	﹤0.01%	398
2018 Q2	$3K	Buy	142 +26	+22%	+$472	﹤0.01%	417
2018 Q1	$2K	Hold	116	–	–	﹤0.01%	421
2017 Q4	$2K	Sell	116 -7,080	-98%	-$120K	﹤0.01%	418
2017 Q3	$136K	Buy	7,196 +7,127	+10,329%	+$150K	﹤0.01%	336
2017 Q2	$2K	Hold	69	–	–	﹤0.01%	433
2017 Q1	$2K	Buy	+69	New	+$1.68K	﹤0.01%	423

Other funds holding LUMN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's LUMN Position: Q4 2025 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Lumen (LUMN) in Q4 2025, closing a stake of 152 shares — an estimated $930 sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in LUMN in Q1 2017 and held it in 12 quarters. The position peaked at $136K in Q3 2017. 596 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

Barrow, Hanley, Mewhinney & Strauss reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
Barrow, Hanley, Mewhinney & Strauss sold 152 Lumen shares in Q4 2025, an estimated $930.
Barrow, Hanley, Mewhinney & Strauss first reported a position in Lumen in Q1 2017 and held it in 12 quarters.
Barrow, Hanley, Mewhinney & Strauss's Lumen position peaked at $136K in Q3 2017.
596 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q4 2025, filed 11 Feb 2026.