LMR Partners’s Lumen LUMN Stock Holding History

LMR 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 Q1	–	Sell	-200,000	Closed	-$1.55M	–	1701
2025 Q4	$1.55M	Sell	200,000 -277,800	-58%	-$2.29M	﹤0.01%	876
2025 Q3	$2.92M	Hold	477,800	–	–	0.01%	640
2025 Q2	$2.09M	Hold	477,800	–	–	0.02%	629
2025 Q1	$1.87M	Sell	477,800 -187,100	-28%	-$932K	0.02%	673
2024 Q4	$3.53M	Hold	664,900	–	–	0.03%	469
2024 Q3	$4.72M	Hold	664,900	–	–	0.04%	386
2024 Q2	$731K	Hold	664,900	–	–	0.01%	717
2024 Q1	$1.04M	Hold	664,900	–	–	0.01%	674
2023 Q4	$1.22M	Buy	664,900 +400,000	+151%	+$567K	0.01%	546
2023 Q3	$376K	Buy	+264,900	New	+$448K	﹤0.01%	588

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

LMR Partners's LUMN Position: Q2 2025 in Review

LMR Partners sold out of Lumen (LUMN) in Q2 2025, closing a stake of 625,000 shares — an estimated $2.42M sold.

LMR Partners first reported a position in LUMN in Q4 2014 and held it in 10 quarters. The position peaked at $2.45M in Q1 2025. 552 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

LMR Partners reported no remaining Lumen position as of Q2 2025 after selling out during the quarter.
LMR Partners sold 625,000 Lumen shares in Q2 2025, an estimated $2.42M.
LMR Partners first reported a position in Lumen in Q4 2014 and held it in 10 quarters.
LMR Partners's Lumen position peaked at $2.45M in Q1 2025.
552 funds tracked by Wall St. Rank held Lumen as of Q2 2025.

Based on LMR Partners's 13F filing for Q2 2025, filed 14 Aug 2025.