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Harbour Investments’s Lumen LUMN Stock Holding History

Harbour Investments’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 		$40.8K Buy
5,314
+1,498
+39% +$13.1K ﹤0.01% 2507
2026
Q1 		$26.5K Buy
3,816
+3,136
+461% +$23.7K ﹤0.01% 2706
2025
Q4 		$5.28K Buy
680
+21
+3% +$173 ﹤0.01% 2997
2025
Q3 		$4.03K Hold
659
– – ﹤0.01% 3066
2025
Q2 		$2.89K Sell
659
-1,779
-73% -$6.89K ﹤0.01% 3034
2025
Q1 		$9.55K Sell
2,438
-187
-7% -$932 ﹤0.01% 2545
2024
Q4 		$13.9K Sell
2,625
-100
-4% -$690 ﹤0.01% 2295
2024
Q3 		$19.3K Sell
2,725
-289
-10% -$1.23K ﹤0.01% 2076
2024
Q2 		$3.32K Sell
3,014
-612
-17% -$776 ﹤0.01% 2660
2024
Q1 		$5.66K Sell
3,626
-350
-9% -$547 ﹤0.01% 2447
2023
Q4 		$7.28K Sell
3,976
-284
-7% -$403 ﹤0.01% 2275
2023
Q3 		$6.05K Hold
4,260
– – ﹤0.01% 2212
2023
Q2 		$9.63K Sell
4,260
-1,101
-21% -$2.42K ﹤0.01% 2044
2023
Q1 		$14.2K Sell
5,361
-434
-7% -$1.75K ﹤0.01% 1879
2022
Q4 		$30.3K Sell
5,795
-1,251
-18% -$7.69K ﹤0.01% 1503
2022
Q3 		$77K Hold
7,046
– – 0.01% 1095
2022
Q2 		$77K Buy
+7,046
New +$79.1K 0.01% 1095
2021
Q4 		$55K Sell
4,409
-9,057
-67% -$115K ﹤0.01% 1220
2021
Q3 		$167K Buy
13,466
+426
+3% +$5.34K 0.01% 1110
2021
Q2 		$177K Buy
13,040
+2,441
+23% +$33.7K 0.01% 1112
2021
Q1 		$142K Buy
+10,599
New +$132K 0.01% 1138

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

Harbour Investments's LUMN Position: Q2 2026 in Review

Harbour Investments increased its Lumen (LUMN) stake by 39% in Q2 2026, buying an estimated $13.1K and bringing the position to 5,314 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

Harbour Investments first reported a position in LUMN in Q1 2021 and has held it in 21 quarters since. The position peaked at $177K in Q2 2021. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Harbour Investments held 5,314 shares of Lumen worth $40.8K as of Q2 2026.
  • Harbour Investments bought 1,498 Lumen shares in Q2 2026, an estimated $13.1K.
  • Lumen made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2507 holding.
  • Harbour Investments first reported a position in Lumen in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Lumen position peaked at $177K in Q2 2021.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.