Lumbard & Kellner’s Ciena CIEN Stock Holding History

Lumbard & Kellner’s Portfolio CIEN Stock Details CIEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$297K	Sell	605 -640	-51%	-$326K	0.09%	91
2026 Q1	$483K	Hold	1,245	–	–	0.17%	72
2025 Q4	$291K	Sell	1,245 -486	-28%	-$94.3K	0.1%	88
2025 Q3	$252K	Buy	+1,731	New	+$176K	0.09%	90
2025 Q2	–	Sell	-58,904	Closed	-$3.56M	–	89
2025 Q1	$3.56M	Sell	58,904 -5,354	-8%	-$423K	1.57%	24
2024 Q4	$5.45M	Sell	64,258 -1,700	-3%	-$122K	2.34%	16
2024 Q3	$4.06M	Buy	65,958 +159	+0.2%	+$8.38K	1.79%	23
2024 Q2	$3.17M	Buy	65,799 +612	+0.9%	+$29K	1.5%	31
2024 Q1	$3.22M	Buy	+65,187	New	+$3.44M	1.57%	28

Other funds holding CIEN

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lumbard & Kellner's CIEN Position: Q2 2026 in Review

Lumbard & Kellner reduced its Ciena (CIEN) stake by 51% in Q2 2026, selling an estimated $326K and leaving 605 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #91.

Lumbard & Kellner first reported a position in CIEN in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.45M in Q4 2024. 1,225 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

Lumbard & Kellner held 605 shares of Ciena worth $297K as of Q2 2026.
Lumbard & Kellner sold 640 Ciena shares in Q2 2026, an estimated $326K.
Ciena made up 0.09% of Lumbard & Kellner's portfolio in Q2 2026, its #91 holding.
Lumbard & Kellner first reported a position in Ciena in Q1 2024 and has held it in 9 quarters since.
Lumbard & Kellner's Ciena position peaked at $5.45M in Q4 2024.
1,225 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.