Caitlin John’s Lumen LUMN Stock Holding History

Caitlin John’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 Q1	$493	Hold	71	–	–	﹤0.01%	856
2025 Q4	$552	Hold	71	–	–	﹤0.01%	847
2025 Q3	$435	Buy	+71	New	+$341	﹤0.01%	826
2025 Q1	–	Sell	-148	Closed	-$786	–	512
2024 Q4	$786	Hold	148	–	–	﹤0.01%	756
2024 Q3	$1.32K	Hold	148	–	–	﹤0.01%	708
2024 Q2	$163	Hold	148	–	–	﹤0.01%	808
2024 Q1	$231	Buy	148 +77	+108%	+$120	﹤0.01%	836
2023 Q4	$130	Buy	+71	New	+$101	﹤0.01%	861

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

Caitlin John's LUMN Position: Q1 2026 in Review

Caitlin John held its Lumen (LUMN) position steady in Q1 2026 at 71 shares worth $493. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Caitlin John first reported a position in LUMN in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.32K in Q3 2024. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

Caitlin John held 71 shares of Lumen worth $493 as of Q1 2026.
Caitlin John left its Lumen share count unchanged in Q1 2026.
Lumen made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #856 holding.
Caitlin John first reported a position in Lumen in Q4 2023 and has held it in 8 quarters since.
Caitlin John's Lumen position peaked at $1.32K in Q3 2024.
592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.