OLVIG
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Oliver Lagore Vanvalin Investment Group’s Lumen LUMN Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025
Q2 		$71 Buy
+18
New +$70 ﹤0.01% 644
2024
Q4 		$96 Hold
18
– – ﹤0.01% 668
2024
Q3 		$128 Hold
18
– – ﹤0.01% 660
2024
Q2 		$20 Buy
+18
New +$23 ﹤0.01% 721

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's LUMN Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Lumen (LUMN) in Q2 2025: 18 shares worth $71. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in LUMN as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in LUMN in Q2 2024 and has held it in 4 quarters since. The position peaked at $128 in Q3 2024. 553 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 18 shares of Lumen worth $71 as of Q2 2025.
  • Lumen was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Lumen made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #644 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Lumen in Q2 2024 and has held it in 4 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Lumen position peaked at $128 in Q3 2024.
  • 553 funds tracked by Wall St. Rank held Lumen as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.