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Bayforest Capital’s Lumen LUMN Stock Holding History

Bayforest Capital’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 		$205K Sell
26,698
-3,576
-12% -$31.4K 0.19% 166
2026
Q1 		$210K Buy
30,274
+2,178
+8% +$16.5K 0.24% 105
2025
Q4 		$218K Buy
+28,096
New +$231K 0.16% 254
2025
Q1 		– Sell
-43,006
Closed -$228K – 826
2024
Q4 		$228K Buy
+43,006
New +$297K 0.29% 102

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

Bayforest Capital's LUMN Position: Q2 2026 in Review

Bayforest Capital reduced its Lumen (LUMN) stake by 12% in Q2 2026, selling an estimated $31.4K and leaving 26,698 shares worth $205K. The position accounts for 0.19% of the portfolio, ranked #166.

Bayforest Capital first reported a position in LUMN in Q4 2024 and has held it in 4 quarters since. The position peaked at $228K in Q4 2024. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Bayforest Capital held 26,698 shares of Lumen worth $205K as of Q2 2026.
  • Bayforest Capital sold 3,576 Lumen shares in Q2 2026, an estimated $31.4K.
  • Lumen made up 0.19% of Bayforest Capital's portfolio in Q2 2026, its #166 holding.
  • Bayforest Capital first reported a position in Lumen in Q4 2024 and has held it in 4 quarters since.
  • Bayforest Capital's Lumen position peaked at $228K in Q4 2024.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.