IIM
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INTECH Investment Management’s Lumen LUMN Stock Holding History

INTECH 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 		$6.87M Sell
894,122
-238,372
-21% -$2.09M 0.06% 262
2026
Q1 		$7.87M Buy
1,132,494
+137,113
+14% +$1.04M 0.08% 239
2025
Q4 		$7.73M Buy
995,381
+57,375
+6% +$472K 0.07% 242
2025
Q3 		$5.74M Buy
938,006
+88,336
+10% +$424K 0.05% 338
2025
Q2 		$3.72M Sell
849,670
-372,235
-30% -$1.44M 0.03% 448
2025
Q1 		$4.79M Buy
1,221,905
+242,418
+25% +$1.21M 0.05% 339
2024
Q4 		$5.2M Buy
979,487
+575,280
+142% +$3.97M 0.05% 317
2024
Q3 		$2.87M Buy
404,207
+271,118
+204% +$1.16M 0.03% 385
2024
Q2 		$146K Buy
+133,089
New +$169K ﹤0.01% 1084
2023
Q2 		– Sell
-171,495
Closed -$454K – 731
2023
Q1 		$454K Sell
171,495
-882,548
-84% -$3.56M ﹤0.01% 621
2022
Q4 		$5.5M Sell
1,054,043
-105,566
-9% -$649K 0.04% 366
2022
Q3 		$8.44M Sell
1,159,609
-628,847
-35% -$6.4M 0.06% 300
2022
Q2 		$19.5M Buy
+1,788,456
New +$20.1M 0.11% 204

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

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

INTECH Investment Management reduced its Lumen (LUMN) stake by 21% in Q2 2026, selling an estimated $2.09M and leaving 894,122 shares worth $6.87M. The position accounts for 0.06% of the portfolio, ranked #262.

INTECH Investment Management first reported a position in LUMN in Q2 2022 and has held it in 13 quarters since. The position peaked at $19.5M in Q2 2022. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • INTECH Investment Management held 894,122 shares of Lumen worth $6.87M as of Q2 2026.
  • INTECH Investment Management sold 238,372 Lumen shares in Q2 2026, an estimated $2.09M.
  • Lumen made up 0.06% of INTECH Investment Management's portfolio in Q2 2026, its #262 holding.
  • INTECH Investment Management first reported a position in Lumen in Q2 2022 and has held it in 13 quarters since.
  • INTECH Investment Management's Lumen position peaked at $19.5M in Q2 2022.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.