Capital Fund Management (CFM)
LUMN icon

Capital Fund Management (CFM)’s Lumen LUMN Stock Holding History

Capital Fund Management (CFM)’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 		$2.1M Buy
273,507
+191,923
+235% +$1.68M 0.01% 1411
2026
Q1 		$567K Buy
+81,584
New +$617K ﹤0.01% 1849
2021
Q2 		– Sell
-21,337
Closed -$285K – 1555
2021
Q1 		$285K Buy
+21,337
New +$265K ﹤0.01% 1206
2020
Q2 		– Sell
-295,360
Closed -$2.79M – 1329
2020
Q1 		$2.79M Buy
295,360
+255,740
+645% +$3.2M 0.04% 441
2019
Q4 		$523K Buy
+39,620
New +$531K ﹤0.01% 1375
2019
Q3 		– Sell
-323,580
Closed -$3.84M – 1788
2019
Q2 		$3.81M Sell
323,580
-1,027,500
-76% -$11.6M 0.03% 603
2019
Q1 		$16.2M Buy
1,351,080
+1,338,659
+10,777% +$18.6M 0.14% 206
2018
Q4 		$188K Buy
+12,421
New +$237K ﹤0.01% 1759
2017
Q2 		– Sell
-222,523
Closed -$5.59M – 1611
2017
Q1 		$5.25M Sell
222,523
-142,154
-39% -$3.47M 0.04% 455
2016
Q4 		$8.67M Buy
364,677
+98,855
+37% +$2.51M 0.07% 331
2016
Q3 		$7.29M Buy
265,822
+59,299
+29% +$1.73M 0.07% 345
2016
Q2 		$5.99M Buy
206,523
+111,266
+117% +$3.24M 0.06% 381
2016
Q1 		$3.04M Buy
95,257
+41,557
+77% +$1.17M 0.03% 572
2015
Q4 		$1.35M Buy
53,700
+13,000
+32% +$349K 0.01% 785
2015
Q3 		$1.02M Buy
40,700
+16,800
+70% +$465K 0.01% 814
2015
Q2 		$702K Buy
23,900
+4,300
+22% +$146K 0.01% 951
2015
Q1 		$677K Buy
19,600
+7,100
+57% +$265K 0.01% 927
2014
Q4 		$495K Buy
12,500
+2,200
+21% +$88K 0.01% 1136
2014
Q3 		$421K Buy
10,300
+600
+6% +$23.6K ﹤0.01% 1208
2014
Q2 		$351K Sell
9,700
-1,000
-9% -$35.9K ﹤0.01% 1368
2014
Q1 		$351K Buy
+10,700
New +$327K ﹤0.01% 1389

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

Capital Fund Management (CFM)'s LUMN Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its Lumen (LUMN) stake by 235% in Q2 2026, buying an estimated $1.68M and bringing the position to 273,507 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #1411.

Capital Fund Management (CFM) first reported a position in LUMN in Q1 2014 and has held it in 21 quarters since. The position peaked at $16.2M in Q1 2019. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Capital Fund Management (CFM) held 273,507 shares of Lumen worth $2.1M as of Q2 2026.
  • Capital Fund Management (CFM) bought 191,923 Lumen shares in Q2 2026, an estimated $1.68M.
  • Lumen made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1411 holding.
  • Capital Fund Management (CFM) first reported a position in Lumen in Q1 2014 and has held it in 21 quarters since.
  • Capital Fund Management (CFM)'s Lumen position peaked at $16.2M in Q1 2019.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.