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Hillsdale Investment Management’s Lumen LUMN Stock Holding History

Hillsdale 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
Q2 		$3.89M Buy
+505,900
New +$4.44M 0.09% 269
2016
Q4 		– Sell
-280
Closed -$8K – 520
2016
Q3 		$8K Sell
280
-11,450
-98% -$334K ﹤0.01% 394
2016
Q2 		$340K Sell
11,730
-10,600
-47% -$309K 0.1% 229
2016
Q1 		$713K Buy
22,330
+280
+1% +$7.85K 0.24% 56
2015
Q4 		$555K Buy
22,050
+22,000
+44,000% +$590K 0.21% 71
2015
Q3 		$1K Sell
50
-25,400
-100% -$703K ﹤0.01% 490
2015
Q2 		$748K Hold
25,450
– – 0.23% 69
2015
Q1 		$879K Buy
25,450
+13,100
+106% +$489K 0.23% 67
2014
Q4 		$489K Buy
12,350
+7,500
+155% +$300K 0.13% 131
2014
Q3 		$198K Hold
4,850
– – 0.06% 306
2014
Q2 		$176K Buy
+4,850
New +$174K 0.04% 342
2013
Q3 		– Sell
-4,750
Closed -$168K – 546
2013
Q2 		$168K Buy
+4,750
New +$173K 0.06% 322

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

Hillsdale Investment Management's LUMN Position: Q2 2026 in Review

Hillsdale Investment Management opened a new position in Lumen (LUMN) in Q2 2026: 505,900 shares worth $3.89M. The stake represents 0.09% of the portfolio and ranks #269 among its holdings. This is a return to the name: Hillsdale Investment Management previously reported a position in LUMN as recently as Q3 2016.

Hillsdale Investment Management first reported a position in LUMN in Q2 2013 and has held it in 12 quarters since. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Hillsdale Investment Management held 505,900 shares of Lumen worth $3.89M as of Q2 2026.
  • Lumen was a new Hillsdale Investment Management position in Q2 2026.
  • Lumen made up 0.09% of Hillsdale Investment Management's portfolio in Q2 2026, its #269 holding.
  • Hillsdale Investment Management first reported a position in Lumen in Q2 2013 and has held it in 12 quarters since.
  • 624 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.