IFC & Insurance Marketing’s Lumen LUMN Stock Holding History

IFC & Insurance Marketing’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 Q1	–	Sell	-551	Closed	-$4K	–	428
2025 Q4	$4K	Buy	+551	New	+$4.54K	﹤0.01%	554

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

IFC & Insurance Marketing's LUMN Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Lumen (LUMN) in Q1 2026, closing a stake of 551 shares — an estimated $4K sold.

IFC & Insurance Marketing first reported a position in LUMN in Q4 2025 and held it in 1 quarter. The position peaked at $4K in Q4 2025. 599 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

IFC & Insurance Marketing reported no remaining Lumen position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 551 Lumen shares in Q1 2026, an estimated $4K.
IFC & Insurance Marketing first reported a position in Lumen in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's Lumen position peaked at $4K in Q4 2025.
599 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.