David Shaw’s Lumen LUMN Stock Holding History

David Shaw’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 Q1	–	Sell	-10,700	Closed	-$56.8K	–	4530
2024 Q4	$56.8K	Buy	+10,700	New	+$73.8K	﹤0.01%	4197
2021 Q1	–	Sell	-250,000	Closed	-$2.44M	–	4301
2020 Q4	$2.44M	Sell	250,000 -100,000	-29%	-$987K	﹤0.01%	2432
2020 Q3	$3.53M	Hold	350,000	–	–	﹤0.01%	1952
2020 Q2	$3.51M	Hold	350,000	–	–	﹤0.01%	1938
2020 Q1	$3.31M	Sell	350,000 -20,100	-5%	-$251K	0.01%	1778
2019 Q4	$4.89M	Sell	370,100 -274,900	-43%	-$3.69M	0.01%	1752
2019 Q3	$8.05M	Buy	645,000 +60,000	+10%	+$713K	0.01%	1314
2019 Q2	$6.88M	Buy	585,000 +240,000	+70%	+$2.7M	0.01%	1365
2019 Q1	$4.14M	Sell	345,000 -160,000	-32%	-$2.22M	0.01%	1663
2018 Q4	$7.65M	Sell	505,000 -21,300	-4%	-$407K	0.01%	1257
2018 Q3	$11.2M	Buy	526,300 +195,000	+59%	+$4.08M	0.01%	1067
2018 Q2	$6.17M	Buy	331,300 +39,300	+13%	+$714K	0.01%	1383
2018 Q1	$4.8M	Buy	292,000 +108,700	+59%	+$1.89M	0.01%	1432
2017 Q4	$3.06M	Buy	183,300 +143,300	+358%	+$2.43M	﹤0.01%	1833
2017 Q3	$756K	Buy	+40,000	New	+$842K	﹤0.01%	2673
2015 Q1	–	Sell	-140,800	Closed	-$5.57M	–	3845
2014 Q4	$5.57M	Hold	140,800	–	–	0.01%	1483
2014 Q3	$5.76M	Sell	140,800 -15,000	-10%	-$589K	0.01%	1480
2014 Q2	$5.64M	Buy	155,800 +106,900	+219%	+$3.84M	0.01%	1536
2014 Q1	$1.61M	Buy	48,900 +33,900	+226%	+$1.04M	﹤0.01%	2599
2013 Q4	$478K	Buy	+15,000	New	+$479K	﹤0.01%	3757

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

David Shaw's LUMN Position: Q2 2026 in Review

David Shaw increased its Lumen (LUMN) stake by 16% in Q2 2026, buying an estimated $21.6M and bringing the position to 17,493,715 shares worth $134M. The position accounts for 0.06% of the portfolio, ranked #330.

David Shaw first reported a position in LUMN in Q4 2013 and has held it in 47 quarters since. 619 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

David Shaw held 17,493,715 shares of Lumen worth $134M as of Q2 2026.
David Shaw bought 2,459,602 Lumen shares in Q2 2026, an estimated $21.6M.
Lumen made up 0.06% of David Shaw's portfolio in Q2 2026, its #330 holding.
David Shaw first reported a position in Lumen in Q4 2013 and has held it in 47 quarters since.
619 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.