Mercer Global Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Mercer Global Advisors’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	$276K	Buy	35,953 +5,474	+18%	+$48K	﹤0.01%	2910
2026 Q1	$212K	Sell	30,479 -32,449	-52%	-$246K	﹤0.01%	2782
2025 Q4	$489K	Buy	62,928 +7,177	+13%	+$59.1K	﹤0.01%	1883
2025 Q3	$341K	Buy	55,751 +2,592	+5%	+$12.4K	﹤0.01%	2002
2025 Q2	$233K	Sell	53,159 -1,543	-3%	-$5.98K	﹤0.01%	2003
2025 Q1	$214K	Sell	54,702 -8,627	-14%	-$43K	﹤0.01%	1934
2024 Q4	$336K	Sell	63,329 -54,437	-46%	-$376K	﹤0.01%	1676
2024 Q3	$790K	Buy	117,766 +10,685	+10%	+$45.6K	﹤0.01%	1110
2024 Q2	$118K	Buy	107,081 +50,381	+89%	+$63.9K	﹤0.01%	1860
2024 Q1	$88K	Buy	56,700 +3,599	+7%	+$5.62K	﹤0.01%	1862
2023 Q4	$97K	Sell	53,101 -4,070	-7%	-$5.77K	﹤0.01%	1914
2023 Q3	$81K	Sell	57,171 -9,682	-14%	-$16.4K	﹤0.01%	1866
2023 Q2	$151K	Sell	66,853 -14,398	-18%	-$31.7K	﹤0.01%	1778
2023 Q1	$215K	Sell	81,251 -152,139	-65%	-$614K	﹤0.01%	1691
2022 Q4	$1.22M	Sell	233,390 -256,454	-52%	-$1.58M	0.01%	835
2022 Q3	$3.57M	Sell	489,844 -41,188	-8%	-$419K	0.02%	472
2022 Q2	$5.79M	Buy	531,032 +50,057	+10%	+$562K	0.04%	329
2022 Q1	$5.42M	Sell	480,975 -135,727	-22%	-$1.55M	0.03%	364
2021 Q4	$7.74M	Sell	616,702 -133,732	-18%	-$1.7M	0.05%	282
2021 Q3	$9.3M	Sell	750,434 -223,859	-23%	-$2.81M	0.06%	244
2021 Q2	$13.2M	Buy	974,293 +9,446	+1%	+$130K	0.1%	156
2021 Q1	$12.9M	Buy	964,847 +37,670	+4%	+$468K	0.12%	141
2020 Q4	$9.04M	Buy	927,177 +375,650	+68%	+$3.71M	0.11%	134
2020 Q3	$5.57M	Buy	551,527 +211,495	+62%	+$2.2M	0.08%	181
2020 Q2	$3.41M	Buy	340,032 +326,325	+2,381%	+$3.26M	0.06%	228
2020 Q1	$130K	Sell	13,707 -2,303	-14%	-$28.8K	﹤0.01%	988
2019 Q4	$211K	Sell	16,010 -38,061	-70%	-$510K	﹤0.01%	1065
2019 Q3	$674K	Buy	54,071 +36,150	+202%	+$429K	0.02%	597
2019 Q2	$211K	Buy	17,921 +3,825	+27%	+$43K	0.01%	1035
2019 Q1	$169K	Buy	+14,096	New	+$196K	0.01%	997

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 $3.38T AUM 44.17% 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

Mercer Global Advisors's LUMN Position: Q2 2026 in Review

Mercer Global Advisors increased its Lumen Technologies, Inc. Common Stock (LUMN) stake by 18% in Q2 2026, buying an estimated $48K and bringing the position to 35,953 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2910.

Mercer Global Advisors first reported a position in LUMN in Q1 2019 and has held it in 30 quarters since. The position peaked at $13.2M in Q2 2021. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Mercer Global Advisors held 35,953 shares of Lumen Technologies, Inc. Common Stock worth $276K as of Q2 2026.
Mercer Global Advisors bought 5,474 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $48K.
Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2910 holding.
Mercer Global Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2019 and has held it in 30 quarters since.
Mercer Global Advisors's Lumen Technologies, Inc. Common Stock position peaked at $13.2M in Q2 2021.
624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.