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J. Derek Lewis & Associates’s Lumen LUMN Stock Holding History

J. Derek Lewis & Associates’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 		$280K Buy
36,399
+26,399
+264% +$231K 0.05% 147
2026
Q1 		$62.5K Sell
10,000
-10,000
-50% -$75.7K 0.01% 198
2025
Q4 		$155K Buy
+20,000
New +$165K 0.04% 183

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

J. Derek Lewis & Associates's LUMN Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Lumen (LUMN) stake by 264% in Q2 2026, buying an estimated $231K and bringing the position to 36,399 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #147.

J. Derek Lewis & Associates first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • J. Derek Lewis & Associates held 36,399 shares of Lumen worth $280K as of Q2 2026.
  • J. Derek Lewis & Associates bought 26,399 Lumen shares in Q2 2026, an estimated $231K.
  • Lumen made up 0.05% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #147 holding.
  • J. Derek Lewis & Associates first reported a position in Lumen in Q4 2025 and has held it in 3 quarters since.
  • 318 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.