Sachetta’s Lumen LUMN Stock Holding History

Sachetta’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	$15.4K	Hold	2,000	–	–	0.01%	358
2026 Q1	$13.9K	Hold	2,000	–	–	0.01%	361
2025 Q4	$15.5K	Hold	2,000	–	–	0.01%	319
2025 Q3	$12.2K	Hold	2,000	–	–	﹤0.01%	427
2025 Q2	$8.76K	Hold	2,000	–	–	﹤0.01%	473
2025 Q1	$7.84K	Hold	2,000	–	–	﹤0.01%	476
2024 Q4	$10.6K	Hold	2,000	–	–	﹤0.01%	432
2024 Q3	$14.2K	Hold	2,000	–	–	0.01%	410
2024 Q2	$5.34K	Hold	2,000	–	–	﹤0.01%	579
2024 Q1	$3.66K	Hold	2,000	–	–	﹤0.01%	579
2023 Q4	$3.66K	Buy	+2,000	New	+$2.83K	﹤0.01%	579

Other funds holding LUMN

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CCI

Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sachetta's LUMN Position: Q2 2026 in Review

Sachetta held its Lumen (LUMN) position steady in Q2 2026 at 2,000 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #358.

Sachetta first reported a position in LUMN in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.5K in Q4 2025. 95 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Sachetta held 2,000 shares of Lumen worth $15.4K as of Q2 2026.
Sachetta left its Lumen share count unchanged in Q2 2026.
Lumen made up 0.01% of Sachetta's portfolio in Q2 2026, its #358 holding.
Sachetta first reported a position in Lumen in Q4 2023 and has held it in 11 quarters since.
Sachetta's Lumen position peaked at $15.5K in Q4 2025.
95 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.