Ritholtz Wealth Management’s Lumen LUMN Stock Holding History

Ritholtz Wealth 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	$145K	Buy	18,895 +481	+3%	+$4.22K	﹤0.01%	1260
2026 Q1	$128K	Buy	18,414 +300	+2%	+$2.27K	﹤0.01%	1162
2025 Q4	$141K	Buy	18,114 +2,674	+17%	+$22K	﹤0.01%	1083
2025 Q3	$94.5K	Buy	+15,440	New	+$74.1K	﹤0.01%	1025
2025 Q2	–	Sell	-10,879	Closed	-$42.6K	–	1018
2025 Q1	$42.6K	Buy	+10,879	New	+$54.2K	﹤0.01%	915
2023 Q1	–	Sell	-23,984	Closed	-$125K	–	658
2022 Q4	$125K	Sell	23,984 -54,451	-69%	-$335K	0.01%	550
2022 Q3	$571K	Sell	78,435 -13,269	-14%	-$135K	0.03%	368
2022 Q2	$1M	Buy	91,704 +37,745	+70%	+$424K	0.06%	178
2022 Q1	$608K	Sell	53,959 -9,737	-15%	-$111K	0.04%	271
2021 Q4	$799K	Buy	63,696 +14,573	+30%	+$185K	0.05%	206
2021 Q3	$609K	Buy	49,123 +5,173	+12%	+$64.8K	0.04%	226
2021 Q2	$597K	Buy	43,950 +9,397	+27%	+$130K	0.04%	220
2021 Q1	$461K	Buy	34,553 +10,463	+43%	+$130K	0.04%	224
2020 Q4	$235K	Sell	24,090 -3,433	-12%	-$33.9K	0.02%	304
2020 Q3	$278K	Buy	27,523 +10,919	+66%	+$113K	0.03%	221
2020 Q2	$167K	Buy	+16,604	New	+$166K	0.02%	248

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

Ritholtz Wealth Management's LUMN Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Lumen (LUMN) stake by 2.6% in Q2 2026, buying an estimated $4.22K and bringing the position to 18,895 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Ritholtz Wealth Management first reported a position in LUMN in Q2 2020 and has held it in 16 quarters since. The position peaked at $1M in Q2 2022. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Ritholtz Wealth Management held 18,895 shares of Lumen worth $145K as of Q2 2026.
Ritholtz Wealth Management bought 481 Lumen shares in Q2 2026, an estimated $4.22K.
Lumen made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1260 holding.
Ritholtz Wealth Management first reported a position in Lumen in Q2 2020 and has held it in 16 quarters since.
Ritholtz Wealth Management's Lumen position peaked at $1M in Q2 2022.
621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.