ML
LUMN icon

McAdam LLC’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

McAdam LLC’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 		$2.83K Hold
800
– – ﹤0.01% 519
2026
Q1 		$2.48K Hold
800
– – ﹤0.01% 443
2025
Q4 		$3K Buy
800
+700
+700% +$5.76K ﹤0.01% 430
2025
Q3 		$227 Buy
+100
New +$480 ﹤0.01% 395
2024
Q3 		– Sell
-500
Closed -$80 – 344
2024
Q2 		$80 Buy
+500
New +$634 ﹤0.01% 320

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
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

McAdam LLC's LUMN Position: Q2 2026 in Review

McAdam LLC reduced its Lumen Technologies, Inc. Common Stock (LUMN) stake by 0.03% in Q2 2026, selling an estimated $798 and leaving 261,162 shares worth $2.01M. The position accounts for 0.08% of the portfolio, ranked #106.

McAdam LLC first reported a position in LUMN in Q1 2018 and has held it in 11 quarters since. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • McAdam LLC held 261,162 shares of Lumen Technologies, Inc. Common Stock worth $2.01M as of Q2 2026.
  • McAdam LLC sold 91 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $798.
  • Lumen Technologies, Inc. Common Stock made up 0.08% of McAdam LLC's portfolio in Q2 2026, its #106 holding.
  • McAdam LLC first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2018 and has held it in 11 quarters since.
  • 624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.