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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace's LUMN Position: Q1 2026 in Review

Marshall Wace increased its Lumen (LUMN) stake by 2,144% in Q1 2026, buying an estimated $7.82M and bringing the position to 1,080,825 shares worth $7.51M. The position accounts for 0.01% of the portfolio, ranked #1106.

Marshall Wace first reported a position in LUMN in Q4 2015 and has held it in 20 quarters since. The position peaked at $107M in Q2 2022. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Marshall Wace held 1,080,825 shares of Lumen worth $7.51M as of Q1 2026.
  • Marshall Wace bought 1,032,659 Lumen shares in Q1 2026, an estimated $7.82M.
  • Lumen made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #1106 holding.
  • Marshall Wace first reported a position in Lumen in Q4 2015 and has held it in 20 quarters since.
  • Marshall Wace's Lumen position peaked at $107M in Q2 2022.
  • 592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.