CFO
LUMN icon

Callan Family Office’s Lumen LUMN Stock Holding History

Callan Family Office’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 		$201K Buy
26,213
+708
+3% +$6.21K ﹤0.01% 1153
2026
Q1 		$177K Sell
25,505
-1,007
-4% -$7.62K ﹤0.01% 1072
2025
Q4 		$206K Buy
26,512
+7,672
+41% +$63.1K ﹤0.01% 1050
2025
Q3 		$115K Hold
18,840
– – ﹤0.01% 827
2025
Q2 		$82.5K Hold
18,840
– – ﹤0.01% 897
2025
Q1 		$73.9K Hold
18,840
– – 0.01% 536
2024
Q4 		$100K Buy
+18,840
New +$130K 0.01% 617

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

Callan Family Office's LUMN Position: Q2 2026 in Review

Callan Family Office increased its Lumen (LUMN) stake by 2.8% in Q2 2026, buying an estimated $6.21K and bringing the position to 26,213 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Callan Family Office first reported a position in LUMN in Q4 2024 and has held it in 7 quarters since. The position peaked at $206K in Q4 2025. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Callan Family Office held 26,213 shares of Lumen worth $201K as of Q2 2026.
  • Callan Family Office bought 708 Lumen shares in Q2 2026, an estimated $6.21K.
  • Lumen made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1153 holding.
  • Callan Family Office first reported a position in Lumen in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Lumen position peaked at $206K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.