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LUMN icon

&Partners’s Lumen LUMN Stock Holding History

&Partners’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 		$489K Buy
63,679
+47,733
+299% +$419K ﹤0.01% 1838
2026
Q1 		$111K Buy
+15,946
New +$121K ﹤0.01% 2329
2025
Q3 		– Sell
-16,118
Closed -$64K – 2158
2025
Q2 		$64K Sell
16,118
-5,178
-24% -$20.1K ﹤0.01% 1941
2025
Q1 		$81.9K Buy
21,296
+5,859
+38% +$29.2K ﹤0.01% 1726
2024
Q4 		$86K Buy
15,437
+2,580
+20% +$17.8K ﹤0.01% 1618
2024
Q3 		$91.3K Buy
+12,857
New +$54.9K ﹤0.01% 1370
2024
Q1 		– Sell
-14,308
Closed -$26.2K – 503
2023
Q4 		$26.2K Sell
14,308
-26,200
-65% -$37.1K 0.01% 292
2023
Q3 		$57.5K Sell
40,508
-13,525
-25% -$22.9K 0.03% 182
2023
Q2 		$122K Sell
54,033
-2,800
-5% -$6.17K 0.05% 188
2023
Q1 		$151K Sell
56,833
-29,505
-34% -$119K 0.07% 173
2022
Q4 		$451K Sell
86,338
-3,375
-4% -$20.7K 0.22% 89
2022
Q3 		$653K Sell
89,713
-3,550
-4% -$36.1K 0.38% 63
2022
Q2 		$1.02M Buy
93,263
+1,630
+2% +$18.3K 0.59% 36
2022
Q1 		$1.04M Buy
91,633
+325
+0.4% +$3.72K 0.59% 34
2021
Q4 		$1.15M Buy
+91,308
New +$1.16M 0.69% 29

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

&Partners's LUMN Position: Q2 2026 in Review

&Partners increased its Lumen (LUMN) stake by 299% in Q2 2026, buying an estimated $419K and bringing the position to 63,679 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

&Partners first reported a position in LUMN in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.15M in Q4 2021. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • &Partners held 63,679 shares of Lumen worth $489K as of Q2 2026.
  • &Partners bought 47,733 Lumen shares in Q2 2026, an estimated $419K.
  • Lumen made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1838 holding.
  • &Partners first reported a position in Lumen in Q4 2021 and has held it in 15 quarters since.
  • &Partners's Lumen position peaked at $1.15M in Q4 2021.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.