JO
LUMN icon

John Overdeck’s Lumen LUMN Stock Holding History

John Overdeck’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
2022
Q1 		– Sell
-20,400
Closed -$256K – 3611
2021
Q4 		$256K Sell
20,400
-59,000
-74% -$751K ﹤0.01% 3753
2021
Q3 		$984K Buy
+79,400
New +$995K ﹤0.01% 2636
2021
Q2 		– Sell
-14,500
Closed -$194K – 4356
2021
Q1 		$194K Sell
14,500
-200
-1% -$2.48K ﹤0.01% 3637
2020
Q4 		$143K Buy
+14,700
New +$145K ﹤0.01% 3167
2020
Q3 		– Sell
-27,900
Closed -$280K – 3357
2020
Q2 		$280K Buy
+27,900
New +$279K ﹤0.01% 2422
2020
Q1 		– Sell
-55,000
Closed -$727K – 3530
2019
Q4 		$727K Sell
55,000
-4,300
-7% -$57.7K ﹤0.01% 2489
2019
Q3 		$740K Buy
59,300
+20,000
+51% +$238K ﹤0.01% 2237
2019
Q2 		$462K Buy
39,300
+12,300
+46% +$138K ﹤0.01% 2557
2019
Q1 		$324K Buy
27,000
+5,500
+26% +$76.4K ﹤0.01% 2546
2018
Q4 		$326K Buy
+21,500
New +$410K ﹤0.01% 2392
2018
Q3 		– Sell
-197,200
Closed -$3.68M – 3417
2018
Q2 		$3.68M Sell
197,200
-47,200
-19% -$857K 0.01% 1201
2018
Q1 		$4.01M Buy
244,400
+52,700
+27% +$914K 0.01% 1080
2017
Q4 		$3.2M Buy
+191,700
New +$3.25M 0.01% 1160
2017
Q3 		– Sell
-36,700
Closed -$876K – 3002
2017
Q2 		$876K Sell
36,700
-73,300
-67% -$1.84M ﹤0.01% 1984
2017
Q1 		$2.59M Buy
110,000
+75,200
+216% +$1.83M 0.01% 1300
2016
Q4 		$828K Sell
34,800
-7,600
-18% -$193K ﹤0.01% 2143
2016
Q3 		$1.16M Buy
42,400
+34,400
+430% +$1M ﹤0.01% 1850
2016
Q2 		$232K Buy
8,000
+1,000
+14% +$29.1K ﹤0.01% 2677
2016
Q1 		$224K Buy
+7,000
New +$196K ﹤0.01% 2535

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

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.