Invesco’s Lumen LUMN Stock Holding History

Invesco’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
2025 Q1	–	Sell	-81,600	Closed	-$433K	–	3797
2024 Q4	$433K	Buy	+81,600	New	+$563K	﹤0.01%	3294

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

Invesco's LUMN Position: Q1 2026 in Review

Invesco increased its Lumen (LUMN) stake by 132% in Q1 2026, buying an estimated $39.4M and bringing the position to 9,156,434 shares worth $63.6M. The position accounts for 0.01% of the portfolio, ranked #988.

Invesco first reported a position in LUMN in Q2 2013 and has held it in 52 quarters since. The position peaked at $275M in Q2 2021. 593 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

Invesco held 9,156,434 shares of Lumen worth $63.6M as of Q1 2026.
Invesco bought 5,202,641 Lumen shares in Q1 2026, an estimated $39.4M.
Lumen made up 0.01% of Invesco's portfolio in Q1 2026, its #988 holding.
Invesco first reported a position in Lumen in Q2 2013 and has held it in 52 quarters since.
Invesco's Lumen position peaked at $275M in Q2 2021.
593 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.