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Massar Capital Management’s Lumen LUMN Stock Holding History

Massar Capital 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
-146,708
Closed -$1.14M – 341
2025
Q4 		$1.14M Buy
+146,708
New +$1.21M 0.12% 132
2025
Q1 		– Sell
-263,860
Closed -$1.4M – 142
2024
Q4 		$1.4M Buy
+263,860
New +$1.82M 1.59% 22

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
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

Massar Capital Management's LUMN Position: Q1 2026 in Review

Massar Capital Management sold out of Lumen (LUMN) in Q1 2026, closing a stake of 146,708 shares — an estimated $1.14M sold.

Massar Capital Management first reported a position in LUMN in Q4 2024 and held it in 2 quarters. The position peaked at $1.4M in Q4 2024. 599 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Massar Capital Management reported no remaining Lumen position as of Q1 2026 after selling out during the quarter.
  • Massar Capital Management sold 146,708 Lumen shares in Q1 2026, an estimated $1.14M.
  • Massar Capital Management first reported a position in Lumen in Q4 2024 and held it in 2 quarters.
  • Massar Capital Management's Lumen position peaked at $1.4M in Q4 2024.
  • 599 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Massar Capital Management's 13F filing for Q1 2026, filed 15 May 2026.