Raymond James Financial
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Raymond James Financial’s Lumen LUMN Stock Holding History

Raymond James Financial’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 		$4.29M Buy
617,280
+314,115
+104% +$2.38M ﹤0.01% 2717
2025
Q4 		$2.36M Buy
303,165
+11,208
+4% +$92.3K ﹤0.01% 3134
2025
Q3 		$1.79M Buy
291,957
+15,173
+5% +$72.8K ﹤0.01% 3248
2025
Q2 		$1.21M Sell
276,784
-44,029
-14% -$171K ﹤0.01% 3448
2025
Q1 		$1.26M Buy
320,813
+14,946
+5% +$74.5K ﹤0.01% 3317
2024
Q4 		$1.62M Buy
+305,867
New +$2.11M ﹤0.01% 3117

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Raymond James Financial's LUMN Position: Q1 2026 in Review

Raymond James Financial increased its Lumen (LUMN) stake by 104% in Q1 2026, buying an estimated $2.38M and bringing the position to 617,280 shares worth $4.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2717.

Raymond James Financial first reported a position in LUMN in Q4 2024 and has held it in 6 quarters since. 597 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Raymond James Financial held 617,280 shares of Lumen worth $4.29M as of Q1 2026.
  • Raymond James Financial bought 314,115 Lumen shares in Q1 2026, an estimated $2.38M.
  • Lumen made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2717 holding.
  • Raymond James Financial first reported a position in Lumen in Q4 2024 and has held it in 6 quarters since.
  • 597 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.