Richardson Capital Management’s Lumen LUMN Stock Holding History

Richardson 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	$7.68K	Hold	1,000	–	–	﹤0.01%	209
2026 Q1	$6.95K	Hold	1,000	–	–	﹤0.01%	241
2025 Q4	$7.77K	Hold	1,000	–	–	﹤0.01%	182
2025 Q3	$6.12K	Hold	1,000	–	–	﹤0.01%	196
2025 Q2	$4.38K	Buy	+1,000	New	+$3.88K	﹤0.01%	184

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Richardson Capital Management held its Lumen (LUMN) position steady in Q2 2026 at 1,000 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Richardson Capital Management first reported a position in LUMN in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.77K in Q4 2025. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Richardson Capital Management held 1,000 shares of Lumen worth $7.68K as of Q2 2026.
Richardson Capital Management left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of Richardson Capital Management's portfolio in Q2 2026, its #209 holding.
Richardson Capital Management first reported a position in Lumen in Q2 2025 and has held it in 5 quarters since.
Richardson Capital Management's Lumen position peaked at $7.77K in Q4 2025.
620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.