FWL Investment Management’s Lumen LUMN Stock Holding History

FWL Investment Management’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	-7	Closed	-$54	–	386
2025 Q4	$54	Hold	7	–	–	﹤0.01%	363
2025 Q3	$43	Buy	+7	New	+$34	﹤0.01%	331

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

FWL Investment Management's LUMN Position: Q1 2026 in Review

FWL Investment Management sold out of Lumen (LUMN) in Q1 2026, closing a stake of 7 shares — an estimated $54 sold.

FWL Investment Management first reported a position in LUMN in Q3 2025 and held it in 2 quarters. The position peaked at $54 in Q4 2025. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

FWL Investment Management reported no remaining Lumen position as of Q1 2026 after selling out during the quarter.
FWL Investment Management sold 7 Lumen shares in Q1 2026, an estimated $54.
FWL Investment Management first reported a position in Lumen in Q3 2025 and held it in 2 quarters.
FWL Investment Management's Lumen position peaked at $54 in Q4 2025.
592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.