HSBC Holdings’s Lumen LUMN Stock Holding History

HSBC Holdings’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
2017 Q1	–	Sell	-195,000	Closed	-$4.64M	–	2380
2016 Q4	$4.64M	Sell	195,000 -205,300	-51%	-$5.21M	0.01%	946
2016 Q3	$11M	Buy	400,300 +157,000	+65%	+$4.58M	0.03%	641
2016 Q2	$7.06M	Buy	243,300 +4,900	+2%	+$143K	0.02%	786
2016 Q1	$7.62M	Sell	238,400 -422,500	-64%	-$11.8M	0.02%	748
2015 Q4	$16.6M	Buy	660,900 +360,900	+120%	+$9.68M	0.04%	517
2015 Q3	$7.54M	Buy	+300,000	New	+$8.3M	0.02%	688
2015 Q2	–	Sell	-350,200	Closed	-$12.1M	–	2196
2015 Q1	$12.1M	Sell	350,200 -59,900	-15%	-$2.24M	0.02%	610
2014 Q4	$16.2M	Sell	410,100 -94,000	-19%	-$3.76M	0.03%	516
2014 Q3	$20.6M	Sell	504,100 -446,900	-47%	-$17.6M	0.04%	428
2014 Q2	$34.4M	Sell	951,000 -165,400	-15%	-$5.94M	0.07%	275
2014 Q1	$36.7M	Sell	1,116,400 -755,800	-40%	-$23.1M	0.09%	234
2013 Q4	$59.6M	Buy	1,872,200 +433,000	+30%	+$13.8M	0.16%	144
2013 Q3	$45.2M	Buy	+1,439,200	New	+$49M	0.12%	184

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

HSBC Holdings's LUMN Position: Q1 2026 in Review

HSBC Holdings reduced its Lumen (LUMN) stake by 4.1% in Q1 2026, selling an estimated $2.83M and leaving 8,766,020 shares worth $60.4M. The position accounts for 0.03% of the portfolio, ranked #460.

HSBC Holdings first reported a position in LUMN in Q2 2013 and has held it in 52 quarters since. The position peaked at $130M in Q3 2024. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

HSBC Holdings held 8,766,020 shares of Lumen worth $60.4M as of Q1 2026.
HSBC Holdings sold 374,007 Lumen shares in Q1 2026, an estimated $2.83M.
Lumen made up 0.03% of HSBC Holdings's portfolio in Q1 2026, its #460 holding.
HSBC Holdings first reported a position in Lumen in Q2 2013 and has held it in 52 quarters since.
HSBC Holdings's Lumen position peaked at $130M in Q3 2024.
592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.