Lido Advisors
LUMN icon

Lido Advisors’s Lumen LUMN Stock Holding History

Lido Advisors’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 		$126K Buy
+16,435
New +$144K ﹤0.01% 2017
2026
Q1 		– Sell
-11,954
Closed -$73.2K – 2052
2025
Q4 		$73.2K Buy
11,954
+13
+0.1% +$107 ﹤0.01% 1868
2025
Q3 		$73.1K Sell
11,941
-1,626
-12% -$7.8K ﹤0.01% 1777
2025
Q2 		$59.4K Buy
13,567
+2,790
+26% +$10.8K ﹤0.01% 1612
2025
Q1 		$42.2K Buy
+10,777
New +$53.7K ﹤0.01% 1479
2024
Q4 		– Sell
-10,134
Closed -$72K – 1555
2024
Q3 		$72K Buy
+10,134
New +$43.3K ﹤0.01% 1415
2024
Q1 		– Sell
-123,386
Closed -$226K – 1438
2023
Q4 		$226K Buy
+123,386
New +$175K ﹤0.01% 1161
2022
Q4 		– Sell
-22,041
Closed -$160K – 1065
2022
Q3 		$160K Buy
22,041
+279
+1% +$2.84K ﹤0.01% 899
2022
Q2 		$237K Buy
21,762
+3
+0% +$34 ﹤0.01% 816
2022
Q1 		$245K Sell
21,759
-601
-3% -$6.88K ﹤0.01% 886
2021
Q4 		$280K Buy
22,360
+608
+3% +$7.74K ﹤0.01% 832
2021
Q3 		$269K Sell
21,752
-298
-1% -$3.74K ﹤0.01% 778
2021
Q2 		$300K Buy
22,050
+729
+3% +$10.1K ﹤0.01% 720
2021
Q1 		$285K Sell
21,321
-201
-0.9% -$2.5K ﹤0.01% 677
2020
Q4 		$209K Buy
+21,522
New +$212K ﹤0.01% 753
2019
Q3 		– Sell
-25,278
Closed -$297K – 596
2019
Q2 		$297K Sell
25,278
-58,472
-70% -$658K 0.02% 428
2019
Q1 		$1M Buy
+83,750
New +$1.16M 0.07% 180
2018
Q4 		– Sell
-144,488
Closed -$3.06M – 464
2018
Q3 		$3.06M Buy
+144,488
New +$3.02M 0.3% 55

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

Lido Advisors's LUMN Position: Q2 2026 in Review

Lido Advisors opened a new position in Lumen (LUMN) in Q2 2026: 16,435 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #2017 among its holdings. This is a return to the name: Lido Advisors previously reported a position in LUMN as recently as Q4 2025.

Lido Advisors first reported a position in LUMN in Q3 2018 and has held it in 18 quarters since. The position peaked at $3.06M in Q3 2018. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Lido Advisors held 16,435 shares of Lumen worth $126K as of Q2 2026.
  • Lumen was a new Lido Advisors position in Q2 2026.
  • Lumen made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #2017 holding.
  • Lido Advisors first reported a position in Lumen in Q3 2018 and has held it in 18 quarters since.
  • Lido Advisors's Lumen position peaked at $3.06M in Q3 2018.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.