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Orion Capital Management’s Lumen LUMN Stock Holding History

Orion Capital Management’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 		$49.6K Hold
6,454
– – 0.02% 289
2026
Q1 		$44.9K Hold
6,454
– – 0.02% 272
2025
Q4 		$50.1K Buy
+6,454
New +$53.1K 0.02% 273

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Orion Capital Management's LUMN Position: Q2 2026 in Review

Orion Capital Management held its Lumen (LUMN) position steady in Q2 2026 at 6,454 shares worth $49.6K. The position accounts for 0.02% of the portfolio, ranked #289.

Orion Capital Management first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $50.1K in Q4 2025. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Orion Capital Management held 6,454 shares of Lumen worth $49.6K as of Q2 2026.
  • Orion Capital Management left its Lumen share count unchanged in Q2 2026.
  • Lumen made up 0.02% of Orion Capital Management's portfolio in Q2 2026, its #289 holding.
  • Orion Capital Management first reported a position in Lumen in Q4 2025 and has held it in 3 quarters since.
  • Orion Capital Management's Lumen position peaked at $50.1K in Q4 2025.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.