Ogorek Anthony Joseph’s Lumen LUMN Stock Holding History

Ogorek Anthony Joseph’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	$2K	Hold	369	–	–	﹤0.01%	586
2026 Q1	$2K	Hold	369	–	–	﹤0.01%	574
2025 Q4	$2K	Sell	369 -317	-46%	-$2.61K	﹤0.01%	565
2025 Q3	$4K	Buy	+686	New	+$3.29K	﹤0.01%	523
2025 Q2	–	Sell	-710	Closed	-$2K	–	664
2025 Q1	$2K	Buy	+710	New	+$3.54K	﹤0.01%	564
2015 Q3	–	Sell	-11	Closed	–	–	60
2015 Q2	$0	Buy	+11	New	+$375	﹤0.01%	66

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

Ogorek Anthony Joseph's LUMN Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Lumen (LUMN) position steady in Q2 2026 at 369 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Ogorek Anthony Joseph first reported a position in LUMN in Q2 2015 and has held it in 6 quarters since. The position peaked at $4K in Q3 2025. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Ogorek Anthony Joseph held 369 shares of Lumen worth $2K as of Q2 2026.
Ogorek Anthony Joseph left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #586 holding.
Ogorek Anthony Joseph first reported a position in Lumen in Q2 2015 and has held it in 6 quarters since.
Ogorek Anthony Joseph's Lumen position peaked at $4K in Q3 2025.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.