C
LUMN icon

Covestor’s Lumen LUMN Stock Holding History

Covestor’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 		$8K Sell
1,004
-31
-3% -$272 ﹤0.01% 1728
2026
Q1 		$7K Sell
1,035
-1,595
-61% -$12.1K ﹤0.01% 1665
2025
Q4 		$20K Sell
2,630
-1,060
-29% -$8.72K 0.01% 1285
2025
Q3 		$22K Sell
3,690
-997
-21% -$4.79K 0.01% 1241
2025
Q2 		$20K Buy
4,687
+2,812
+150% +$10.9K 0.01% 1252
2025
Q1 		$7K Buy
1,875
+7
+0.4% +$35 ﹤0.01% 1669
2024
Q4 		$10K Sell
1,868
-5,837
-76% -$40.3K 0.01% 1541
2024
Q3 		$55K Sell
7,705
-31,694
-80% -$135K 0.03% 841
2024
Q2 		$43K Buy
39,399
+8,974
+29% +$11.4K 0.03% 926
2024
Q1 		$47K Buy
30,425
+2,569
+9% +$4.01K 0.03% 906
2023
Q4 		$51K Buy
27,856
+4,918
+21% +$6.97K 0.03% 843
2023
Q3 		$33K Sell
22,938
-80,465
-78% -$136K 0.02% 938
2023
Q2 		$234K Buy
103,403
+51,922
+101% +$114K 0.18% 79
2023
Q1 		$136K Buy
51,481
+7,745
+18% +$31.2K 0.12% 233
2022
Q4 		$229K Buy
43,736
+16,879
+63% +$104K 0.19% 78
2022
Q3 		$196K Buy
26,857
+4,540
+20% +$46.2K 0.17% 85
2022
Q2 		$243K Buy
22,317
+14,442
+183% +$162K 0.19% 79
2022
Q1 		$89K Buy
7,875
+6,160
+359% +$70.5K 0.06% 584
2021
Q4 		$22K Buy
+1,715
New +$21.8K 0.03% 836

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

Covestor's LUMN Position: Q2 2026 in Review

Covestor reduced its Lumen (LUMN) stake by 3% in Q2 2026, selling an estimated $272 and leaving 1,004 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Covestor first reported a position in LUMN in Q4 2021 and has held it in 19 quarters since. The position peaked at $243K in Q2 2022. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Covestor held 1,004 shares of Lumen worth $8K as of Q2 2026.
  • Covestor sold 31 Lumen shares in Q2 2026, an estimated $272.
  • Lumen made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1728 holding.
  • Covestor first reported a position in Lumen in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Lumen position peaked at $243K in Q2 2022.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.