Osaic Holdings’s Lumen LUMN Stock Holding History

Osaic Holdings’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 Q1	–	Sell	-2	Closed	-$516	–	7962
2025 Q4	$516	Buy	+2	New	+$16	﹤0.01%	7434

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Osaic Holdings's LUMN Position: Q1 2026 in Review

Osaic Holdings reduced its Lumen (LUMN) stake by 3.9% in Q1 2026, selling an estimated $57.4K and leaving 188,506 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

Osaic Holdings first reported a position in LUMN in Q1 2020 and has held it in 25 quarters since. The position peaked at $14M in Q4 2021. 593 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

Osaic Holdings held 188,506 shares of Lumen worth $1.31M as of Q1 2026.
Osaic Holdings sold 7,584 Lumen shares in Q1 2026, an estimated $57.4K.
Lumen made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2451 holding.
Osaic Holdings first reported a position in Lumen in Q1 2020 and has held it in 25 quarters since.
Osaic Holdings's Lumen position peaked at $14M in Q4 2021.
593 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.