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Kimelman & Baird’s Lumen LUMN Stock Holding History

Kimelman & Baird’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 		$262 Hold
34
– – ﹤0.01% 254
2026
Q1 		$237 Hold
34
– – ﹤0.01% 257
2025
Q4 		$265 Hold
34
– – ﹤0.01% 258
2025
Q3 		$209 Hold
34
– – ﹤0.01% 303
2025
Q2 		$149 Hold
34
– – ﹤0.01% 338
2025
Q1 		$134 Sell
34
-2,880
-99% -$14.4K ﹤0.01% 344
2024
Q4 		$15.5K Buy
2,914
+2,880
+8,471% +$19.9K ﹤0.01% 245
2024
Q3 		$242 Sell
34
-6
-15% -$26 ﹤0.01% 357
2024
Q2 		$44 Buy
+40
New +$51 ﹤0.01% 369

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

Kimelman & Baird's LUMN Position: Q2 2026 in Review

Kimelman & Baird held its Lumen (LUMN) position steady in Q2 2026 at 34 shares worth $262. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Kimelman & Baird first reported a position in LUMN in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.5K in Q4 2024. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Kimelman & Baird held 34 shares of Lumen worth $262 as of Q2 2026.
  • Kimelman & Baird left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Kimelman & Baird's portfolio in Q2 2026, its #254 holding.
  • Kimelman & Baird first reported a position in Lumen in Q2 2024 and has held it in 9 quarters since.
  • Kimelman & Baird's Lumen position peaked at $15.5K in Q4 2024.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.