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Camelot Portfolios’s Lumen LUMN Stock Holding History

Camelot Portfolios’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 		– Sell
-212
Closed -$1.65K – 383
2025
Q4 		$1.65K Buy
+212
New +$1.75K ﹤0.01% 536
2024
Q3 		– Sell
-475
Closed -$522 – 373
2024
Q2 		$522 Buy
+475
New +$602 ﹤0.01% 571
2023
Q3 		– Sell
-34,208
Closed -$77.3K – 169
2023
Q2 		$77.3K Sell
34,208
-885
-3% -$1.95K 0.05% 190
2023
Q1 		$93K Sell
35,093
-1,287
-4% -$5.19K 0.06% 175
2022
Q4 		$190K Buy
36,380
+13,843
+61% +$85.1K 0.14% 155
2022
Q3 		$164K Sell
22,537
-5,277
-19% -$53.7K 0.15% 134
2022
Q2 		$303K Buy
27,814
+3,719
+15% +$41.7K 0.18% 155
2022
Q1 		$272K Sell
24,095
-10,088
-30% -$115K 0.14% 186
2021
Q4 		$429K Buy
34,183
+10,108
+42% +$129K 0.17% 161
2021
Q3 		$298K Sell
24,075
-11,405
-32% -$143K 0.15% 168
2021
Q2 		$482K Buy
+35,480
New +$490K 0.19% 141

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Camelot Portfolios's LUMN Position: Q1 2026 in Review

Camelot Portfolios sold out of Lumen (LUMN) in Q1 2026, closing a stake of 212 shares — an estimated $1.65K sold.

Camelot Portfolios first reported a position in LUMN in Q2 2021 and held it in 11 quarters. The position peaked at $482K in Q2 2021. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Camelot Portfolios reported no remaining Lumen position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 212 Lumen shares in Q1 2026, an estimated $1.65K.
  • Camelot Portfolios first reported a position in Lumen in Q2 2021 and held it in 11 quarters.
  • Camelot Portfolios's Lumen position peaked at $482K in Q2 2021.
  • 592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.