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Rossby Financial’s Lumen LUMN Stock Holding History

Rossby 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 		$693 Buy
+98
New +$742 ﹤0.01% 2057
2025
Q3 		– Sell
-77
Closed -$337 – 1502
2025
Q2 		$337 Hold
77
– – ﹤0.01% 1202
2025
Q1 		$258 Buy
+77
New +$384 ﹤0.01% 1053

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.56T AUM 27.86% 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

Rossby Financial's LUMN Position: Q1 2026 in Review

Rossby Financial opened a new position in Lumen (LUMN) in Q1 2026: 98 shares worth $693. The stake represents ﹤0.01% of the portfolio and ranks #2057 among its holdings. This is a return to the name: Rossby Financial previously reported a position in LUMN as recently as Q2 2025.

Rossby Financial first reported a position in LUMN in Q1 2025 and has held it in 3 quarters since. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Rossby Financial held 98 shares of Lumen worth $693 as of Q1 2026.
  • Lumen was a new Rossby Financial position in Q1 2026.
  • Lumen made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #2057 holding.
  • Rossby Financial first reported a position in Lumen in Q1 2025 and has held it in 3 quarters since.
  • 592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.