SJS Investment Consulting’s Lumen LUMN Stock Holding History

SJS Investment Consulting’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	$80.7K	Buy	10,504 +409	+4%	+$3.59K	0.01%	283
2026 Q1	$70.2K	Buy	10,095 +34	+0.3%	+$257	0.01%	273
2025 Q4	$78.2K	Buy	10,061 +61	+0.6%	+$502	0.01%	243
2025 Q3	$61.2K	Sell	10,000 -55	-0.5%	-$264	0.01%	235
2025 Q2	$44K	Sell	10,055 -42	-0.4%	-$163	0.01%	197
2025 Q1	$39.6K	Buy	10,097 +43	+0.4%	+$214	0.01%	217
2024 Q4	$53.4K	Buy	10,054 +54	+0.5%	+$373	0.01%	181
2024 Q3	$71K	Buy	+10,000	New	+$42.7K	0.01%	164
2023 Q4	–	Sell	-41	Closed	-$59	–	1634
2023 Q3	$59	Sell	41 -73	-64%	-$124	﹤0.01%	1582
2023 Q2	$258	Sell	114 -25	-18%	-$55	﹤0.01%	1352
2023 Q1	$369	Hold	139	–	–	﹤0.01%	1237
2022 Q4	$726	Sell	139 -6	-4%	-$37	﹤0.01%	1085
2022 Q3	$1K	Buy	+145	New	+$1.48K	﹤0.01%	805
2022 Q1	$0	Buy	+37	New	+$424	﹤0.01%	1081

Other funds holding LUMN

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

LSERS

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

SJS Investment Consulting's LUMN Position: Q2 2026 in Review

SJS Investment Consulting increased its Lumen (LUMN) stake by 4.1% in Q2 2026, buying an estimated $3.59K and bringing the position to 10,504 shares worth $80.7K. The position accounts for 0.01% of the portfolio, ranked #283.

SJS Investment Consulting first reported a position in LUMN in Q1 2022 and has held it in 14 quarters since. 189 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

SJS Investment Consulting held 10,504 shares of Lumen worth $80.7K as of Q2 2026.
SJS Investment Consulting bought 409 Lumen shares in Q2 2026, an estimated $3.59K.
Lumen made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #283 holding.
SJS Investment Consulting first reported a position in Lumen in Q1 2022 and has held it in 14 quarters since.
189 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.