LRI Investments’s Lumen LUMN Stock Holding History

LRI Investments’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	$637	Buy	83 +42	+102%	+$368	﹤0.01%	1485
2026 Q1	$285	Sell	41 -57	-58%	-$431	﹤0.01%	1390
2025 Q4	$761	Sell	98 -464	-83%	-$3.82K	﹤0.01%	1281
2025 Q3	$3.44K	Hold	562	–	–	﹤0.01%	1114
2025 Q2	$2.46K	Hold	562	–	–	﹤0.01%	1139
2025 Q1	$2.2K	Hold	562	–	–	﹤0.01%	1096
2024 Q4	$2.98K	Buy	562 +40	+8%	+$276	﹤0.01%	1023
2024 Q3	$4.5K	Hold	522	–	–	﹤0.01%	955
2024 Q2	$574	Hold	522	–	–	﹤0.01%	1114
2024 Q1	$814	Buy	+522	New	+$816	﹤0.01%	807

Other funds holding LUMN

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LRI Investments's LUMN Position: Q2 2026 in Review

LRI Investments increased its Lumen (LUMN) stake by 102% in Q2 2026, buying an estimated $368 and bringing the position to 83 shares worth $637. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

LRI Investments first reported a position in LUMN in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.5K in Q3 2024. 142 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

LRI Investments held 83 shares of Lumen worth $637 as of Q2 2026.
LRI Investments bought 42 Lumen shares in Q2 2026, an estimated $368.
Lumen made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1485 holding.
LRI Investments first reported a position in Lumen in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Lumen position peaked at $4.5K in Q3 2024.
142 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.