EF
LUMN icon

Empowered Funds’s Lumen LUMN Stock Holding History

Empowered Funds’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 		$416K Sell
54,157
-78,928
-59% -$692K ﹤0.01% 1747
2026
Q1 		$925K Buy
+133,085
New +$1.01M 0.01% 1433
2025
Q4 		– Sell
-83,386
Closed -$510K – 1519
2025
Q3 		$510K Buy
83,386
+3,163
+4% +$15.2K 0.01% 1399
2025
Q2 		$351K Sell
80,223
-191,808
-71% -$743K ﹤0.01% 1446
2025
Q1 		$1.07M Buy
272,031
+57,522
+27% +$287K 0.02% 969
2024
Q4 		$1.14M Buy
+214,509
New +$1.48M 0.02% 934
2023
Q3 		– Sell
-12,933
Closed -$29.2K – 1247
2023
Q2 		$29.2K Buy
+12,933
New +$28.5K ﹤0.01% 1117
2022
Q2 		– Sell
-409,149
Closed -$4.61M – 312
2022
Q1 		$4.61M Buy
+409,149
New +$4.68M 0.5% 53

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

Empowered Funds's LUMN Position: Q2 2026 in Review

Empowered Funds reduced its Lumen (LUMN) stake by 59% in Q2 2026, selling an estimated $692K and leaving 54,157 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Empowered Funds first reported a position in LUMN in Q1 2022 and has held it in 8 quarters since. The position peaked at $4.61M in Q1 2022. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Empowered Funds held 54,157 shares of Lumen worth $416K as of Q2 2026.
  • Empowered Funds sold 78,928 Lumen shares in Q2 2026, an estimated $692K.
  • Lumen made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1747 holding.
  • Empowered Funds first reported a position in Lumen in Q1 2022 and has held it in 8 quarters since.
  • Empowered Funds's Lumen position peaked at $4.61M in Q1 2022.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.