Soviero Asset Management’s Lumen LUMN Stock Holding History

Soviero Asset 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 Q1	$3.48M	Sell	500,000 -40,000	-7%	-$303K	1.74%	27
2025 Q4	$4.2M	Buy	540,000 +20,000	+4%	+$165K	2.01%	19
2025 Q3	$3.18M	Buy	+520,000	New	+$2.5M	1.65%	24
2023 Q2	–	Sell	-610,000	Closed	-$1.62M	–	42
2023 Q1	$1.62M	Buy	+610,000	New	+$2.46M	0.82%	37

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Soviero Asset Management's LUMN Position: Q1 2026 in Review

Soviero Asset Management reduced its Lumen (LUMN) stake by 7.4% in Q1 2026, selling an estimated $303K and leaving 500,000 shares worth $3.48M. The position accounts for 1.74% of the portfolio, ranked #27.

Soviero Asset Management first reported a position in LUMN in Q1 2023 and has held it in 4 quarters since. The position peaked at $4.2M in Q4 2025. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

Soviero Asset Management held 500,000 shares of Lumen worth $3.48M as of Q1 2026.
Soviero Asset Management sold 40,000 Lumen shares in Q1 2026, an estimated $303K.
Lumen made up 1.74% of Soviero Asset Management's portfolio in Q1 2026, its #27 holding.
Soviero Asset Management first reported a position in Lumen in Q1 2023 and has held it in 4 quarters since.
Soviero Asset Management's Lumen position peaked at $4.2M in Q4 2025.
592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Soviero Asset Management's 13F filing for Q1 2026, filed 15 May 2026.