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 Q2	$3.46M	Sell	450,000 -50,000	-10%	-$438K	1.45%	36
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 $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

Soviero Asset Management's LUMN Position: Q2 2026 in Review

Soviero Asset Management reduced its Lumen (LUMN) stake by 10% in Q2 2026, selling an estimated $438K and leaving 450,000 shares worth $3.46M. The position accounts for 1.45% of the portfolio, ranked #36.

Soviero Asset Management first reported a position in LUMN in Q1 2023 and has held it in 5 quarters since. The position peaked at $4.2M in Q4 2025. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Soviero Asset Management held 450,000 shares of Lumen worth $3.46M as of Q2 2026.
Soviero Asset Management sold 50,000 Lumen shares in Q2 2026, an estimated $438K.
Lumen made up 1.45% of Soviero Asset Management's portfolio in Q2 2026, its #36 holding.
Soviero Asset Management first reported a position in Lumen in Q1 2023 and has held it in 5 quarters since.
Soviero Asset Management's Lumen position peaked at $4.2M in Q4 2025.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

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