Hoey Investments’s Lumen LUMN Stock Holding History

Hoey 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	$70	Hold	9	–	–	﹤0.01%	442
2026 Q1	$63	Hold	9	–	–	﹤0.01%	407
2025 Q4	$70	Hold	9	–	–	﹤0.01%	412
2025 Q3	$56	Hold	9	–	–	﹤0.01%	403
2025 Q2	$40	Hold	9	–	–	﹤0.01%	404
2025 Q1	$36	Hold	9	–	–	﹤0.01%	367
2024 Q4	$48	Hold	9	–	–	﹤0.01%	357
2024 Q3	$10	Hold	9	–	–	﹤0.01%	392
2024 Q2	$10	Hold	9	–	–	﹤0.01%	392
2024 Q1	$15	Hold	9	–	–	﹤0.01%	347
2023 Q4	$17	Hold	9	–	–	﹤0.01%	347
2023 Q3	$13	Hold	9	–	–	﹤0.01%	350
2023 Q2	$21	Hold	9	–	–	﹤0.01%	340
2023 Q1	$24	Hold	9	–	–	﹤0.01%	348
2022 Q4	$47	Hold	9	–	–	﹤0.01%	296
2022 Q3	$0	Hold	9	–	–	﹤0.01%	327
2022 Q2	$0	Hold	9	–	–	﹤0.01%	298
2022 Q1	$0	Hold	9	–	–	﹤0.01%	268
2021 Q4	$0	Hold	9	–	–	﹤0.01%	256
2021 Q3	$0	Hold	9	–	–	﹤0.01%	242
2021 Q2	$0	Hold	9	–	–	﹤0.01%	239
2021 Q1	$0	Hold	9	–	–	﹤0.01%	246
2020 Q4	$0	Hold	9	–	–	﹤0.01%	186
2020 Q3	$0	Hold	9	–	–	﹤0.01%	146
2020 Q2	$0	Hold	9	–	–	﹤0.01%	149
2020 Q1	$0	Buy	+9	New	+$113	﹤0.01%	145

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hoey Investments's LUMN Position: Q2 2026 in Review

Hoey Investments held its Lumen (LUMN) position steady in Q2 2026 at 9 shares worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Hoey Investments first reported a position in LUMN in Q1 2020 and has held it in 26 quarters since. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Hoey Investments held 9 shares of Lumen worth $70 as of Q2 2026.
Hoey Investments left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #442 holding.
Hoey Investments first reported a position in Lumen in Q1 2020 and has held it in 26 quarters since.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.