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Havemeyer Place’s Lumen LUMN Stock Holding History

Havemeyer Place’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 		$2.4M Sell
313,049
-191,556
-38% -$1.68M 0.24% 143
2026
Q1 		$3.51M Buy
504,605
+265,304
+111% +$2.01M 0.4% 61
2025
Q4 		$1.86M Buy
+239,301
New +$1.97M 0.37% 78

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

Havemeyer Place's LUMN Position: Q2 2026 in Review

Havemeyer Place reduced its Lumen (LUMN) stake by 38% in Q2 2026, selling an estimated $1.68M and leaving 313,049 shares worth $2.4M. The position accounts for 0.24% of the portfolio, ranked #143.

Havemeyer Place first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.51M in Q1 2026. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Havemeyer Place held 313,049 shares of Lumen worth $2.4M as of Q2 2026.
  • Havemeyer Place sold 191,556 Lumen shares in Q2 2026, an estimated $1.68M.
  • Lumen made up 0.24% of Havemeyer Place's portfolio in Q2 2026, its #143 holding.
  • Havemeyer Place first reported a position in Lumen in Q4 2025 and has held it in 3 quarters since.
  • Havemeyer Place's Lumen position peaked at $3.51M in Q1 2026.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.