EF
LUMN icon

Empirical Finance’s Lumen LUMN Stock Holding History

Empirical Finance’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
Q1 		– Sell
-10,033
Closed -$78K – 496
2025
Q4 		$78K Sell
10,033
-192
-2% -$1.58K ﹤0.01% 479
2025
Q3 		$62.6K Sell
10,225
-22
-0.2% -$106 ﹤0.01% 505
2025
Q2 		$44.9K Sell
10,247
-32
-0.3% -$124 ﹤0.01% 508
2025
Q1 		$40.3K Sell
10,279
-22
-0.2% -$110 ﹤0.01% 504
2024
Q4 		$54.7K Sell
10,301
-635
-6% -$4.38K ﹤0.01% 500
2024
Q3 		$77.6K Sell
10,936
-963
-8% -$4.11K ﹤0.01% 502
2024
Q2 		$13.1K Sell
11,899
-7,207
-38% -$9.14K ﹤0.01% 502
2024
Q1 		$29.8K Sell
19,106
-168
-0.9% -$263 ﹤0.01% 514
2023
Q4 		$35.3K Sell
19,274
-839
-4% -$1.19K ﹤0.01% 513
2023
Q3 		$28.6K Sell
20,113
-3,600
-15% -$6.09K ﹤0.01% 510
2023
Q2 		$53.6K Sell
23,713
-43,426
-65% -$95.6K ﹤0.01% 509
2023
Q1 		$178K Buy
67,139
+1,373
+2% +$5.54K 0.02% 495
2022
Q4 		$343K Buy
65,766
+283
+0.4% +$1.74K 0.04% 419
2022
Q3 		$477K Buy
65,483
+3,966
+6% +$40.4K 0.06% 305
2022
Q2 		$671K Buy
61,517
+43,003
+232% +$483K 0.09% 219
2022
Q1 		$209K Buy
18,514
+3,819
+26% +$43.7K 0.02% 472
2021
Q4 		$184K Buy
14,695
+2,601
+22% +$33.1K 0.02% 463
2021
Q3 		$150K Buy
12,094
+759
+7% +$9.51K 0.02% 418
2021
Q2 		$154K Buy
+11,335
New +$156K 0.03% 402
2017
Q1 		– Sell
-255
Closed -$7K – 358
2016
Q4 		$7K Buy
+255
New +$6.47K ﹤0.01% 464

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Empirical Finance's LUMN Position: Q1 2026 in Review

Empirical Finance sold out of Lumen (LUMN) in Q1 2026, closing a stake of 10,033 shares — an estimated $78K sold.

Empirical Finance first reported a position in LUMN in Q4 2016 and held it in 20 quarters. The position peaked at $671K in Q2 2022. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Empirical Finance reported no remaining Lumen position as of Q1 2026 after selling out during the quarter.
  • Empirical Finance sold 10,033 Lumen shares in Q1 2026, an estimated $78K.
  • Empirical Finance first reported a position in Lumen in Q4 2016 and held it in 20 quarters.
  • Empirical Finance's Lumen position peaked at $671K in Q2 2022.
  • 592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.