Kovitz Investment Group Partners’s Lumen LUMN Stock Holding History

Kovitz Investment Group Partners’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	$313K	Sell	40,722 -579	-1%	-$5.08K	0.01%	429
2026 Q1	$287K	Hold	41,301	–	–	0.01%	448
2025 Q4	$321K	Buy	41,301 +15,539	+60%	+$128K	0.01%	432
2025 Q3	$158K	Buy	25,762 +511	+2%	+$2.45K	﹤0.01%	1351
2025 Q2	$111K	Sell	25,251 -229	-0.9%	-$887	﹤0.01%	1321
2025 Q1	$99.9K	Sell	25,480 -1,305	-5%	-$6.5K	﹤0.01%	1211
2024 Q4	$142K	Buy	26,785 +1,369	+5%	+$9.45K	﹤0.01%	1192
2024 Q3	$92.9K	Buy	+25,416	New	+$109K	﹤0.01%	985

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kovitz Investment Group Partners's LUMN Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Lumen (LUMN) stake by 1.4% in Q2 2026, selling an estimated $5.08K and leaving 40,722 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #429.

Kovitz Investment Group Partners first reported a position in LUMN in Q3 2024 and has held it in 8 quarters since. The position peaked at $321K in Q4 2025. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Kovitz Investment Group Partners held 40,722 shares of Lumen worth $313K as of Q2 2026.
Kovitz Investment Group Partners sold 579 Lumen shares in Q2 2026, an estimated $5.08K.
Lumen made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #429 holding.
Kovitz Investment Group Partners first reported a position in Lumen in Q3 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's Lumen position peaked at $321K in Q4 2025.
621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.