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Concurrent Investment Advisors’s Lumen LUMN Stock Holding History

Concurrent Investment Advisors’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 		$95.5K Sell
12,440
-758
-6% -$6.65K ﹤0.01% 2029
2026
Q1 		$91.7K Buy
+13,198
New +$99.9K ﹤0.01% 1829

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

Concurrent Investment Advisors's LUMN Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Lumen (LUMN) stake by 5.7% in Q2 2026, selling an estimated $6.65K and leaving 12,440 shares worth $95.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

Concurrent Investment Advisors first reported a position in LUMN in Q1 2026 and has held it in 2 quarters since. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Concurrent Investment Advisors held 12,440 shares of Lumen worth $95.5K as of Q2 2026.
  • Concurrent Investment Advisors sold 758 Lumen shares in Q2 2026, an estimated $6.65K.
  • Lumen made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2029 holding.
  • Concurrent Investment Advisors first reported a position in Lumen in Q1 2026 and has held it in 2 quarters since.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.