Shelton Capital Management’s Lumen LUMN Stock Holding History

Shelton 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	$202K	Sell	26,251 -4,559	-15%	-$40K	﹤0.01%	714
2026 Q1	$214K	Hold	30,810	–	–	﹤0.01%	644
2025 Q4	$239K	Sell	30,810 -5,972	-16%	-$49.2K	﹤0.01%	580
2025 Q3	$225K	Hold	36,782	–	–	﹤0.01%	634
2025 Q2	$161K	Sell	36,782 -2,104	-5%	-$8.15K	﹤0.01%	689
2025 Q1	$152K	Sell	38,886 -1,383	-3%	-$6.89K	﹤0.01%	676
2024 Q4	$214K	Sell	40,269 -5,186	-11%	-$35.8K	0.01%	669
2024 Q3	$323K	Hold	45,455	–	–	0.01%	469
2024 Q2	$50K	Hold	45,455	–	–	﹤0.01%	714
2024 Q1	$70.9K	Sell	45,455 -7,042	-13%	-$11K	﹤0.01%	736
2023 Q4	$96.1K	Hold	52,497	–	–	﹤0.01%	721
2023 Q3	$74.5K	Hold	52,497	–	–	﹤0.01%	693
2023 Q2	$119K	Hold	52,497	–	–	﹤0.01%	718
2023 Q1	$139K	Buy	+52,497	New	+$212K	0.01%	709

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

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

Shelton Capital Management reduced its Lumen (LUMN) stake by 15% in Q2 2026, selling an estimated $40K and leaving 26,251 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Shelton Capital Management first reported a position in LUMN in Q1 2023 and has held it in 14 quarters since. The position peaked at $323K in Q3 2024. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Shelton Capital Management held 26,251 shares of Lumen worth $202K as of Q2 2026.
Shelton Capital Management sold 4,559 Lumen shares in Q2 2026, an estimated $40K.
Lumen made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #714 holding.
Shelton Capital Management first reported a position in Lumen in Q1 2023 and has held it in 14 quarters since.
Shelton Capital Management's Lumen position peaked at $323K in Q3 2024.
621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.