Edgestream Partners’s Lumen LUMN Stock Holding History

Edgestream Partners’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	$4.79M	Buy	624,213 +245,571	+65%	+$2.15M	0.14%	256
2026 Q1	$2.63M	Buy	+378,642	New	+$2.87M	0.09%	425
2023 Q2	–	Sell	-232,057	Closed	-$615K	–	821
2023 Q1	$615K	Buy	232,057 +105,155	+83%	+$424K	0.07%	370
2022 Q4	$662K	Buy	+126,902	New	+$780K	0.07%	316
2022 Q3	–	Sell	-15,979	Closed	-$174K	–	548
2022 Q2	$174K	Buy	+15,979	New	+$179K	0.01%	492
2022 Q1	–	Sell	-29,348	Closed	-$368K	–	596
2021 Q4	$368K	Sell	29,348 -65,261	-69%	-$831K	0.02%	418
2021 Q3	$1.17M	Buy	+94,609	New	+$1.19M	0.07%	301
2021 Q2	–	Sell	-279,592	Closed	-$3.73M	–	500
2021 Q1	$3.73M	Buy	279,592 +267,298	+2,174%	+$3.32M	0.21%	178
2020 Q4	$120K	Buy	+12,294	New	+$121K	0.01%	350
2019 Q2	–	Sell	-221,813	Closed	-$2.66M	–	262
2019 Q1	$2.66M	Buy	+221,813	New	+$3.08M	0.39%	83
2018 Q4	–	Sell	-20,076	Closed	-$426K	–	267
2018 Q3	$426K	Buy	+20,076	New	+$420K	0.07%	195

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

D.E. Shaw & Co New York $210B AUM 57.28% 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

Edgestream Partners's LUMN Position: Q2 2026 in Review

Edgestream Partners increased its Lumen (LUMN) stake by 65% in Q2 2026, buying an estimated $2.15M and bringing the position to 624,213 shares worth $4.79M. The position accounts for 0.14% of the portfolio, ranked #256.

Edgestream Partners first reported a position in LUMN in Q3 2018 and has held it in 11 quarters since. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Edgestream Partners held 624,213 shares of Lumen worth $4.79M as of Q2 2026.
Edgestream Partners bought 245,571 Lumen shares in Q2 2026, an estimated $2.15M.
Lumen made up 0.14% of Edgestream Partners's portfolio in Q2 2026, its #256 holding.
Edgestream Partners first reported a position in Lumen in Q3 2018 and has held it in 11 quarters since.
621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.