John Overdeck’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $42.3M | Sell |
5,502,721
-342,150
| -6% | -$3M | 0.03% | 634 |
|
|
2026
Q1 | $40.6M | Buy |
5,844,871
+1,249,341
| +27% | +$9.46M | 0.03% | 579 |
|
|
2025
Q4 | $35.7M | Sell |
4,595,530
-1,616,876
| -26% | -$13.3M | 0.05% | 466 |
|
|
2025
Q3 | $38M | Sell |
6,212,406
-1,428,759
| -19% | -$6.86M | 0.06% | 399 |
|
|
2025
Q2 | $33.5M | Sell |
7,641,165
-1,421,713
| -16% | -$5.51M | 0.06% | 384 |
|
|
2025
Q1 | $35.5M | Buy |
9,062,878
+206,040
| +2% | +$1.03M | 0.08% | 307 |
|
|
2024
Q4 | $47M | Sell |
8,856,838
-1,552,415
| -15% | -$10.7M | 0.1% | 242 |
|
|
2024
Q3 | $73.9M | Sell |
10,409,253
-2,778,243
| -21% | -$11.9M | 0.16% | 150 |
|
|
2024
Q2 | $14.5M | Sell |
13,187,496
-2,032,745
| -13% | -$2.58M | 0.03% | 577 |
|
|
2024
Q1 | $23.7M | Sell |
15,220,241
-619,618
| -4% | -$968K | 0.06% | 394 |
|
|
2023
Q4 | $29M | Sell |
15,839,859
-1,114,561
| -7% | -$1.58M | 0.07% | 330 |
|
|
2023
Q3 | $24.1M | Buy |
16,954,420
+987,349
| +6% | +$1.67M | 0.06% | 339 |
|
|
2023
Q2 | $36.1M | Buy |
15,967,071
+6,302,414
| +65% | +$13.9M | 0.09% | 270 |
|
|
2023
Q1 | $25.6M | Buy |
+9,664,657
| New | +$39M | 0.07% | 309 |
|
|
2022
Q3 | – | Sell |
-28,622
| Closed | -$312K | – | 2665 |
|
|
2022
Q2 | $312K | Buy |
+28,622
| New | +$321K | ﹤0.01% | 2012 |
|
|
2022
Q1 | – | Sell |
-311,247
| Closed | -$3.91M | – | 3612 |
|
|
2021
Q4 | $3.91M | Buy |
+311,247
| New | +$3.96M | 0.01% | 1347 |
|
|
2020
Q2 | – | Sell |
-641,165
| Closed | -$6.41M | – | 3279 |
|
|
2020
Q1 | $6.07M | Buy |
641,165
+536,446
| +512% | +$6.71M | 0.05% | 420 |
|
|
2019
Q4 | $1.38M | Buy |
+104,719
| New | +$1.4M | ﹤0.01% | 1887 |
|
|
2019
Q1 | – | Sell |
-240,175
| Closed | -$3.34M | – | 3292 |
|
|
2018
Q4 | $3.64M | Buy |
+240,175
| New | +$4.58M | 0.01% | 950 |
|
|
2017
Q4 | – | Sell |
-465,535
| Closed | -$7.89M | – | 3301 |
|
|
2017
Q3 | $8.8M | Sell |
465,535
-865,116
| -65% | -$18.2M | 0.03% | 569 |
|
|
2017
Q2 | $31.8M | Sell |
1,330,651
-2,942,512
| -69% | -$73.9M | 0.11% | 222 |
|
|
2017
Q1 | $101M | Buy |
4,273,163
+1,410,092
| +49% | +$34.4M | 0.34% | 51 |
|
|
2016
Q4 | $68.1M | Buy |
+2,863,071
| New | +$72.7M | 0.26% | 78 |
|
|
2016
Q2 | – | Sell |
-54,605
| Closed | -$1.59M | – | 3074 |
|
|
2016
Q1 | $1.75M | Sell |
54,605
-998,962
| -95% | -$28M | 0.01% | 1263 |
|
|
2015
Q4 | $26.5M | Buy |
1,053,567
+979,232
| +1,317% | +$26.3M | 0.13% | 195 |
|
|
2015
Q3 | $1.87M | Sell |
74,335
-347,818
| -82% | -$9.63M | 0.01% | 878 |
|
|
2015
Q2 | $12.4M | Buy |
+422,153
| New | +$14.4M | 0.06% | 384 |
|
|
2013
Q4 | – | Sell |
-305,893
| Closed | -$9.6M | – | 2286 |
|
|
2013
Q3 | $9.6M | Buy |
+305,893
| New | +$10.4M | 0.06% | 360 |
|
Other funds holding LUMN
John Overdeck's LUMN Position: Q2 2026 in Review
John Overdeck reduced its Lumen (LUMN) stake by 5.9% in Q2 2026, selling an estimated $3M and leaving 5,502,721 shares worth $42.3M. The position accounts for 0.03% of the portfolio, ranked #634.
John Overdeck first reported a position in LUMN in Q3 2013 and has held it in 28 quarters since. The position peaked at $101M in Q1 2017. 619 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.
- John Overdeck held 5,502,721 shares of Lumen worth $42.3M as of Q2 2026.
- John Overdeck sold 342,150 Lumen shares in Q2 2026, an estimated $3M.
- Lumen made up 0.03% of John Overdeck's portfolio in Q2 2026, its #634 holding.
- John Overdeck first reported a position in Lumen in Q3 2013 and has held it in 28 quarters since.
- John Overdeck's Lumen position peaked at $101M in Q1 2017.
- 619 funds tracked by Wall St. Rank held Lumen as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.