Congress Asset Management’s Lumen LUMN Stock Holding History

Congress Asset 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	$7.54M	Buy	982,011 +557,398	+131%	+$4.89M	0.05%	236
2026 Q1	$2.95M	Buy	424,613 +60,487	+17%	+$458K	0.02%	279
2025 Q4	$2.83M	Sell	364,126 -53,021	-13%	-$436K	0.02%	263
2025 Q3	$2.55M	Buy	417,147 +1,780	+0.4%	+$8.54K	0.02%	266
2025 Q2	$1.82M	Sell	415,367 -2,115	-0.5%	-$8.2K	0.01%	291
2025 Q1	$1.64M	Sell	417,482 -4,238	-1%	-$21.1K	0.01%	285
2024 Q4	$2.24M	Buy	421,720 +56,589	+15%	+$390K	0.02%	275
2024 Q3	$2.59M	Buy	+365,131	New	+$1.56M	0.02%	261

Other funds holding LUMN

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Congress Asset Management's LUMN Position: Q2 2026 in Review

Congress Asset Management increased its Lumen (LUMN) stake by 131% in Q2 2026, buying an estimated $4.89M and bringing the position to 982,011 shares worth $7.54M. The position accounts for 0.05% of the portfolio, ranked #236.

Congress Asset Management first reported a position in LUMN in Q3 2024 and has held it in 8 quarters since. 126 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Congress Asset Management held 982,011 shares of Lumen worth $7.54M as of Q2 2026.
Congress Asset Management bought 557,398 Lumen shares in Q2 2026, an estimated $4.89M.
Lumen made up 0.05% of Congress Asset Management's portfolio in Q2 2026, its #236 holding.
Congress Asset Management first reported a position in Lumen in Q3 2024 and has held it in 8 quarters since.
126 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.