Marshall Wace
LUMN icon

Marshall Wace’s Lumen LUMN Stock Holding History

Marshall Wace’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 		– Sell
-1,300
Closed -$9.04K – 3487
2026
Q1 		$9.04K Buy
1,300
+700
+117% +$5.3K ﹤0.01% 3099
2025
Q4 		$4.66K Buy
+600
New +$4.94K ﹤0.01% 2880

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

Marshall Wace's LUMN Position: Q2 2026 in Review

Marshall Wace increased its Lumen (LUMN) stake by 167% in Q2 2026, buying an estimated $15.8M and bringing the position to 2,885,264 shares worth $22.2M. The position accounts for 0.02% of the portfolio, ranked #682.

Marshall Wace first reported a position in LUMN in Q4 2015 and has held it in 21 quarters since. The position peaked at $107M in Q2 2022. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Marshall Wace held 2,885,264 shares of Lumen worth $22.2M as of Q2 2026.
  • Marshall Wace bought 1,804,439 Lumen shares in Q2 2026, an estimated $15.8M.
  • Lumen made up 0.02% of Marshall Wace's portfolio in Q2 2026, its #682 holding.
  • Marshall Wace first reported a position in Lumen in Q4 2015 and has held it in 21 quarters since.
  • Marshall Wace's Lumen position peaked at $107M in Q2 2022.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.