McAdam LLC’s Lumen 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 (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. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

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

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