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InceptionR’s Lumen LUMN Stock Holding History

InceptionR’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 		– Sell
-14,818
Closed -$103K – 807
2026
Q1 		$103K Buy
+14,818
New +$112K 0.02% 608
2024
Q4 		– Sell
-25,838
Closed -$183K – 764
2024
Q3 		$183K Buy
25,838
+43
+0.2% +$184 0.04% 572
2024
Q2 		$28.4K Buy
25,795
+13,260
+106% +$16.8K 0.01% 565
2024
Q1 		$19.6K Buy
+12,535
New +$19.6K 0.01% 569
2023
Q2 		– Sell
-18,343
Closed -$48.6K – 542
2023
Q1 		$48.6K Buy
+18,343
New +$74K 0.02% 409

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

InceptionR's LUMN Position: Q2 2026 in Review

InceptionR sold out of Lumen (LUMN) in Q2 2026, closing a stake of 14,818 shares — an estimated $103K sold.

InceptionR first reported a position in LUMN in Q1 2023 and held it in 5 quarters. The position peaked at $183K in Q3 2024. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • InceptionR reported no remaining Lumen position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 14,818 Lumen shares in Q2 2026, an estimated $103K.
  • InceptionR first reported a position in Lumen in Q1 2023 and held it in 5 quarters.
  • InceptionR's Lumen position peaked at $183K in Q3 2024.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.