Thompson David Blair’s Lumen LUMN Stock Holding History

Thompson David Blair’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	$82.7K	Sell	10,762 -13,621	-56%	-$119K	0.04%	212
2026 Q1	$169K	Hold	24,383	–	–	0.1%	166
2025 Q4	$189K	Buy	+24,383	New	+$201K	0.11%	171

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

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

FSCM

Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Thompson David Blair's LUMN Position: Q2 2026 in Review

Thompson David Blair reduced its Lumen (LUMN) stake by 56% in Q2 2026, selling an estimated $119K and leaving 10,762 shares worth $82.7K. The position accounts for 0.04% of the portfolio, ranked #212.

Thompson David Blair first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $189K in Q4 2025. 582 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Thompson David Blair held 10,762 shares of Lumen worth $82.7K as of Q2 2026.
Thompson David Blair sold 13,621 Lumen shares in Q2 2026, an estimated $119K.
Lumen made up 0.04% of Thompson David Blair's portfolio in Q2 2026, its #212 holding.
Thompson David Blair first reported a position in Lumen in Q4 2025 and has held it in 3 quarters since.
Thompson David Blair's Lumen position peaked at $189K in Q4 2025.
582 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.