Ray Dalio’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $959K | Sell |
137,934
-457,483
| -77% | -$3.46M | ﹤0.01% | 793 |
|
|
2025
Q4 | $4.63M | Buy |
+595,417
| New | +$4.9M | 0.02% | 554 |
|
|
2025
Q2 | – | Sell |
-307,098
| Closed | -$1.2M | – | 679 |
|
|
2025
Q1 | $1.2M | Buy |
+307,098
| New | +$1.53M | 0.01% | 502 |
|
|
2023
Q1 | – | Sell |
-81,874
| Closed | -$427K | – | 820 |
|
|
2022
Q4 | $427K | Buy |
+81,874
| New | +$503K | ﹤0.01% | 734 |
|
|
2022
Q3 | – | Sell |
-233,769
| Closed | -$2.55M | – | 956 |
|
|
2022
Q2 | $2.55M | Buy |
233,769
+80,866
| +53% | +$907K | 0.01% | 626 |
|
|
2022
Q1 | $1.72M | Buy |
152,903
+80,515
| +111% | +$922K | 0.01% | 715 |
|
|
2021
Q4 | $908K | Buy |
+72,388
| New | +$921K | 0.01% | 592 |
|
|
2020
Q3 | – | Sell |
-28,274
| Closed | -$284K | – | 481 |
|
|
2020
Q2 | $284K | Sell |
28,274
-17,070
| -38% | -$171K | ﹤0.01% | 335 |
|
|
2020
Q1 | $429K | Buy |
+45,344
| New | +$567K | 0.01% | 300 |
|
|
2017
Q4 | – | Sell |
-103,619
| Closed | -$1.96M | – | 296 |
|
|
2017
Q3 | $1.96M | Buy |
+103,619
| New | +$2.18M | 0.01% | 178 |
|
|
2017
Q2 | – | Sell |
-471,769
| Closed | -$11.1M | – | 376 |
|
|
2017
Q1 | $11.1M | Sell |
471,769
-609,472
| -56% | -$14.9M | 0.13% | 46 |
|
|
2016
Q4 | $25.7M | Buy |
1,081,241
+636,616
| +143% | +$16.2M | 0.24% | 15 |
|
|
2016
Q3 | $12.2M | Sell |
444,625
-203,745
| -31% | -$5.95M | 0.12% | 53 |
|
|
2016
Q2 | $18.8M | Buy |
648,370
+363,186
| +127% | +$10.6M | 0.24% | 22 |
|
|
2016
Q1 | $9.11M | Sell |
285,184
-472,066
| -62% | -$13.2M | 0.12% | 63 |
|
|
2015
Q4 | $19.1M | Sell |
757,250
-579,724
| -43% | -$15.5M | 0.25% | 20 |
|
|
2015
Q3 | $33.6M | Buy |
1,336,974
+651,463
| +95% | +$18M | 0.45% | 6 |
|
|
2015
Q2 | $20.1M | Buy |
685,511
+379,834
| +124% | +$12.9M | 0.19% | 10 |
|
|
2015
Q1 | $10.6M | Buy |
+305,677
| New | +$11.4M | 0.08% | 60 |
|
|
2014
Q2 | – | Sell |
-18,975
| Closed | -$623K | – | 346 |
|
|
2014
Q1 | $623K | Sell |
18,975
-151,200
| -89% | -$4.63M | 0.01% | 273 |
|
|
2013
Q4 | $5.42M | Sell |
170,175
-196,700
| -54% | -$6.29M | 0.04% | 99 |
|
|
2013
Q3 | $11.5M | Sell |
366,875
-15,400
| -4% | -$524K | 0.1% | 30 |
|
|
2013
Q2 | $13.5M | Buy |
+382,275
| New | +$13.9M | 0.12% | 27 |
|
Other funds holding LUMN
VPM
VCM
Ray Dalio's LUMN Position: Q1 2026 in Review
Ray Dalio reduced its Lumen (LUMN) stake by 77% in Q1 2026, selling an estimated $3.46M and leaving 137,934 shares worth $959K. The position accounts for ﹤0.01% of the portfolio, ranked #793.
Ray Dalio first reported a position in LUMN in Q2 2013 and has held it in 23 quarters since. The position peaked at $33.6M in Q3 2015. 597 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.
- Ray Dalio held 137,934 shares of Lumen worth $959K as of Q1 2026.
- Ray Dalio sold 457,483 Lumen shares in Q1 2026, an estimated $3.46M.
- Lumen made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #793 holding.
- Ray Dalio first reported a position in Lumen in Q2 2013 and has held it in 23 quarters since.
- Ray Dalio's Lumen position peaked at $33.6M in Q3 2015.
- 597 funds tracked by Wall St. Rank held Lumen as of Q1 2026.
Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.