Clear Street’s Lumen LUMN Stock Holding History

Clear Street’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
2025 Q4	–	Sell	-100	Closed	-$612	–	970
2025 Q3	$612	Buy	+100	New	+$480	﹤0.01%	784

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

Clear Street's LUMN Position: Q1 2026 in Review

Clear Street held its Lumen (LUMN) position steady in Q1 2026 at 12 shares worth $83. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Clear Street first reported a position in LUMN in Q2 2023 and has held it in 8 quarters since. The position peaked at $93 in Q4 2025. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

Clear Street held 12 shares of Lumen worth $83 as of Q1 2026.
Clear Street left its Lumen share count unchanged in Q1 2026.
Lumen made up ﹤0.01% of Clear Street's portfolio in Q1 2026, its #1073 holding.
Clear Street first reported a position in Lumen in Q2 2023 and has held it in 8 quarters since.
Clear Street's Lumen position peaked at $93 in Q4 2025.
592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.