Martingale Asset Management
LUMN icon

Martingale Asset Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Martingale Asset Management’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
-41,945
Closed -$326K – 836
2025
Q4 		$326K Buy
+41,945
New +$345K 0.01% 679
2025
Q1 		– Sell
-45,780
Closed -$243K – 805
2024
Q4 		$243K Buy
+45,780
New +$316K 0.01% 721
2017
Q1 		– Sell
-33,671
Closed -$801K – 961
2016
Q4 		$801K Sell
33,671
-94,437
-74% -$2.4M 0.01% 756
2016
Q3 		$3.52M Sell
128,108
-4,779
-4% -$140K 0.05% 366
2016
Q2 		$3.86M Sell
132,887
-178,538
-57% -$5.2M 0.06% 253
2016
Q1 		$9.95M Buy
311,425
+287,432
+1,198% +$8.06M 0.2% 172
2015
Q4 		$604K Sell
23,993
-30,524
-56% -$819K 0.01% 620
2015
Q3 		$1.37M Sell
54,517
-324,235
-86% -$8.98M 0.03% 377
2015
Q2 		$11.1M Sell
378,752
-111,992
-23% -$3.81M 0.26% 124
2015
Q1 		$17M Sell
490,744
-41,742
-8% -$1.56M 0.41% 62
2014
Q4 		$21.1M Buy
532,486
+163,809
+44% +$6.55M 0.58% 32
2014
Q3 		$15.1M Buy
368,677
+343,756
+1,379% +$13.5M 0.47% 45
2014
Q2 		$903K Buy
24,921
+5,801
+30% +$208K 0.03% 555
2014
Q1 		$628K Sell
19,120
-274
-1% -$8.38K 0.02% 638
2013
Q4 		$618K Sell
19,394
-181
-0.9% -$5.78K 0.02% 704
2013
Q3 		$615K Buy
+19,575
New +$666K 0.02% 699

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Martingale Asset Management's LUMN Position: Q1 2026 in Review

Martingale Asset Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2026, closing a stake of 41,945 shares — an estimated $326K sold.

Martingale Asset Management first reported a position in LUMN in Q3 2013 and held it in 16 quarters. The position peaked at $21.1M in Q4 2014. 601 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Martingale Asset Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2026 after selling out during the quarter.
  • Martingale Asset Management sold 41,945 Lumen Technologies, Inc. Common Stock shares in Q1 2026, an estimated $326K.
  • Martingale Asset Management first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2013 and held it in 16 quarters.
  • Martingale Asset Management's Lumen Technologies, Inc. Common Stock position peaked at $21.1M in Q4 2014.
  • 601 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.