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Cheviot Value Management’s Lumen LUMN Stock Holding History

Cheviot Value Management’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 		$123 Hold
16
– – ﹤0.01% 423
2026
Q1 		$111 Hold
16
– – ﹤0.01% 409
2025
Q4 		$147 Hold
16
– – ﹤0.01% 396
2025
Q3 		$161 Hold
16
– – ﹤0.01% 423
2025
Q2 		$60 Hold
16
– – ﹤0.01% 423
2025
Q1 		$68 Buy
+16
New +$80 ﹤0.01% 444

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

Cheviot Value Management's LUMN Position: Q2 2026 in Review

Cheviot Value Management held its Lumen (LUMN) position steady in Q2 2026 at 16 shares worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Cheviot Value Management first reported a position in LUMN in Q1 2025 and has held it in 6 quarters since. The position peaked at $161 in Q3 2025. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Cheviot Value Management held 16 shares of Lumen worth $123 as of Q2 2026.
  • Cheviot Value Management left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #423 holding.
  • Cheviot Value Management first reported a position in Lumen in Q1 2025 and has held it in 6 quarters since.
  • Cheviot Value Management's Lumen position peaked at $161 in Q3 2025.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.