October Effect’s Lumen LUMN Stock Holding History

October Effect’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	$2.12M	Buy	276,259 +112,264	+68%	+$984K	2%	18
2026 Q1	$1.14M	Sell	163,995 -25,950	-14%	-$196K	1.31%	28
2025 Q4	$1.48M	Buy	+189,945	New	+$1.56M	1.63%	25

Other funds holding LUMN

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

October Effect's LUMN Position: Q2 2026 in Review

October Effect increased its Lumen (LUMN) stake by 68% in Q2 2026, buying an estimated $984K and bringing the position to 276,259 shares worth $2.12M. The position accounts for 2% of the portfolio, ranked #18.

October Effect first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

October Effect held 276,259 shares of Lumen worth $2.12M as of Q2 2026.
October Effect bought 112,264 Lumen shares in Q2 2026, an estimated $984K.
Lumen made up 2% of October Effect's portfolio in Q2 2026, its #18 holding.
October Effect first reported a position in Lumen in Q4 2025 and has held it in 3 quarters since.
142 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on October Effect's 13F filing for Q2 2026, filed 21 Jul 2026.