Bridgewater Associates’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Bridgewater Associates’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	$376K	Sell	48,934 -89,000	-65%	-$780K	﹤0.01%	952
2026 Q1	$959K	Sell	137,934 -457,483	-77%	-$3.46M	﹤0.01%	793
2025 Q4	$4.63M	Buy	+595,417	New	+$4.9M	0.02%	554
2025 Q2	–	Sell	-307,098	Closed	-$1.2M	–	679
2025 Q1	$1.2M	Buy	+307,098	New	+$1.53M	0.01%	502
2023 Q1	–	Sell	-81,874	Closed	-$427K	–	820
2022 Q4	$427K	Buy	+81,874	New	+$503K	﹤0.01%	734
2022 Q3	–	Sell	-233,769	Closed	-$2.55M	–	956
2022 Q2	$2.55M	Buy	233,769 +80,866	+53%	+$907K	0.01%	626
2022 Q1	$1.72M	Buy	152,903 +80,515	+111%	+$922K	0.01%	715
2021 Q4	$908K	Buy	+72,388	New	+$921K	0.01%	592
2020 Q3	–	Sell	-28,274	Closed	-$284K	–	481
2020 Q2	$284K	Sell	28,274 -17,070	-38%	-$171K	﹤0.01%	335
2020 Q1	$429K	Buy	+45,344	New	+$567K	0.01%	300
2017 Q4	–	Sell	-103,619	Closed	-$1.96M	–	296
2017 Q3	$1.96M	Buy	+103,619	New	+$2.18M	0.01%	178
2017 Q2	–	Sell	-471,769	Closed	-$11.1M	–	376
2017 Q1	$11.1M	Sell	471,769 -609,472	-56%	-$14.9M	0.13%	46
2016 Q4	$25.7M	Buy	1,081,241 +636,616	+143%	+$16.2M	0.24%	15
2016 Q3	$12.2M	Sell	444,625 -203,745	-31%	-$5.95M	0.12%	53
2016 Q2	$18.8M	Buy	648,370 +363,186	+127%	+$10.6M	0.24%	22
2016 Q1	$9.11M	Sell	285,184 -472,066	-62%	-$13.2M	0.12%	63
2015 Q4	$19.1M	Sell	757,250 -579,724	-43%	-$15.5M	0.25%	20
2015 Q3	$33.6M	Buy	1,336,974 +651,463	+95%	+$18M	0.45%	6
2015 Q2	$20.1M	Buy	685,511 +379,834	+124%	+$12.9M	0.19%	10
2015 Q1	$10.6M	Buy	+305,677	New	+$11.4M	0.08%	60
2014 Q2	–	Sell	-18,975	Closed	-$623K	–	346
2014 Q1	$623K	Sell	18,975 -151,200	-89%	-$4.63M	0.01%	273
2013 Q4	$5.42M	Sell	170,175 -196,700	-54%	-$6.29M	0.04%	99
2013 Q3	$11.5M	Sell	366,875 -15,400	-4%	-$524K	0.1%	30
2013 Q2	$13.5M	Buy	+382,275	New	+$13.9M	0.12%	27

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 $3.38T AUM 44.17% 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

Bridgewater Associates's LUMN Position: Q2 2026 in Review

Bridgewater Associates reduced its Lumen Technologies, Inc. Common Stock (LUMN) stake by 65% in Q2 2026, selling an estimated $780K and leaving 48,934 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Bridgewater Associates first reported a position in LUMN in Q2 2013 and has held it in 24 quarters since. The position peaked at $33.6M in Q3 2015. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Bridgewater Associates held 48,934 shares of Lumen Technologies, Inc. Common Stock worth $376K as of Q2 2026.
Bridgewater Associates sold 89,000 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $780K.
Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Bridgewater Associates's portfolio in Q2 2026, its #952 holding.
Bridgewater Associates first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2013 and has held it in 24 quarters since.
Bridgewater Associates's Lumen Technologies, Inc. Common Stock position peaked at $33.6M in Q3 2015.
624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

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