Ethic Inc
LUMN icon

Ethic Inc’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Ethic Inc’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 		$188K Buy
24,538
+1,882
+8% +$16.5K ﹤0.01% 1289
2026
Q1 		$157K Sell
22,656
-8,151
-26% -$61.7K ﹤0.01% 1172
2025
Q4 		$239K Buy
30,807
+15,010
+95% +$124K ﹤0.01% 1084
2025
Q3 		$96.7K Sell
15,797
-4,908
-24% -$23.6K ﹤0.01% 1151
2025
Q2 		$93.4K Sell
20,705
-4,453
-18% -$17.3K ﹤0.01% 1178
2025
Q1 		$96.6K Buy
25,158
+2,554
+11% +$12.7K ﹤0.01% 1117
2024
Q4 		$120K Buy
+22,604
New +$156K ﹤0.01% 1096
2024
Q1 		– Sell
-78,678
Closed -$144K – 1118
2023
Q4 		$144K Buy
78,678
+12,588
+19% +$17.8K ﹤0.01% 1004
2023
Q3 		$93.8K Sell
66,090
-68,560
-51% -$116K ﹤0.01% 981
2023
Q2 		$304K Sell
134,650
-41,657
-24% -$91.7K 0.01% 788
2023
Q1 		$467K Sell
176,307
-70,665
-29% -$285K 0.02% 668
2022
Q4 		$1.29M Buy
246,972
+144,278
+140% +$887K 0.07% 327
2022
Q3 		$748K Buy
102,694
+57,934
+129% +$589K 0.05% 394
2022
Q2 		$488K Buy
44,760
+9,167
+26% +$103K 0.03% 476
2022
Q1 		$401K Sell
35,593
-6,041
-15% -$69.2K 0.03% 523
2021
Q4 		$523K Buy
41,634
+6,579
+19% +$83.7K 0.04% 399
2021
Q3 		$434K Buy
35,055
+10,553
+43% +$132K 0.04% 392
2021
Q2 		$333K Buy
24,502
+618
+3% +$8.53K 0.04% 421
2021
Q1 		$319K Buy
23,884
+12,432
+109% +$154K 0.06% 365
2020
Q4 		$112K Buy
+11,452
New +$113K 0.03% 405

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 $3.38T AUM 44.17% 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

Ethic Inc's LUMN Position: Q2 2026 in Review

Ethic Inc increased its Lumen Technologies, Inc. Common Stock (LUMN) stake by 8.3% in Q2 2026, buying an estimated $16.5K and bringing the position to 24,538 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Ethic Inc first reported a position in LUMN in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.29M in Q4 2022. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Ethic Inc held 24,538 shares of Lumen Technologies, Inc. Common Stock worth $188K as of Q2 2026.
  • Ethic Inc bought 1,882 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $16.5K.
  • Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1289 holding.
  • Ethic Inc first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2020 and has held it in 20 quarters since.
  • Ethic Inc's Lumen Technologies, Inc. Common Stock position peaked at $1.29M in Q4 2022.
  • 624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.