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JT Stratford LLC’s Lumen LUMN Stock Holding History

JT Stratford LLC’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
Q1 		$2.87M Buy
412,899
+2,115
+0.5% +$16K 0.37% 62
2025
Q4 		$3.19M Buy
410,784
+74,012
+22% +$609K 0.41% 56
2025
Q3 		$2.06M Buy
+336,772
New +$1.62M 0.28% 80

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JT Stratford LLC's LUMN Position: Q1 2026 in Review

JT Stratford LLC increased its Lumen (LUMN) stake by 0.51% in Q1 2026, buying an estimated $16K and bringing the position to 412,899 shares worth $2.87M. The position accounts for 0.37% of the portfolio, ranked #62.

JT Stratford LLC first reported a position in LUMN in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.19M in Q4 2025. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • JT Stratford LLC held 412,899 shares of Lumen worth $2.87M as of Q1 2026.
  • JT Stratford LLC bought 2,115 Lumen shares in Q1 2026, an estimated $16K.
  • Lumen made up 0.37% of JT Stratford LLC's portfolio in Q1 2026, its #62 holding.
  • JT Stratford LLC first reported a position in Lumen in Q3 2025 and has held it in 3 quarters since.
  • JT Stratford LLC's Lumen position peaked at $3.19M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.