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Steve Schonfeld’s Lumen LUMN Stock Holding History

Steve Schonfeld’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
2025
Q4 		– Sell
-68,802
Closed -$421K – 2348
2025
Q3 		$421K Buy
+68,802
New +$330K ﹤0.01% 1731
2025
Q2 		– Sell
-51,859
Closed -$203K – 2329
2025
Q1 		$203K Sell
51,859
-12,953
-20% -$64.5K ﹤0.01% 1940
2024
Q4 		$344K Buy
64,812
+34,442
+113% +$238K ﹤0.01% 1561
2024
Q3 		$216K Buy
30,370
+12,599
+71% +$53.8K ﹤0.01% 1789
2024
Q2 		$19.5K Sell
17,771
-321,227
-95% -$407K ﹤0.01% 2003
2024
Q1 		$529K Buy
+338,998
New +$530K ﹤0.01% 1461
2023
Q3 		– Sell
-33,729
Closed -$76.2K – 2070
2023
Q2 		$76.2K Sell
33,729
-133,700
-80% -$294K ﹤0.01% 1764
2023
Q1 		$444K Sell
167,429
-303,100
-64% -$1.22M ﹤0.01% 1217
2022
Q4 		$2.46M Buy
470,529
+102,588
+28% +$630K 0.02% 738
2022
Q3 		$2.68M Buy
367,941
+134,661
+58% +$1.37M 0.02% 748
2022
Q2 		$2.54M Buy
+233,280
New +$2.62M 0.02% 680
2021
Q1 		– Sell
-15,705
Closed -$153K – 1999
2020
Q4 		$153K Buy
+15,705
New +$155K ﹤0.01% 1391
2020
Q3 		– Sell
-53,903
Closed -$541K – 1531
2020
Q2 		$541K Sell
53,903
-13,725
-20% -$137K 0.01% 781
2020
Q1 		$640K Buy
67,628
+42,378
+168% +$530K 0.04% 501
2019
Q4 		$333K Buy
25,250
+3,076
+14% +$41.2K 0.01% 918
2019
Q3 		$277K Buy
+22,174
New +$263K 0.01% 806
2017
Q3 		– Sell
-98,318
Closed -$2.35M – 700
2017
Q2 		$2.35M Buy
+98,318
New +$2.47M 0.24% 127

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Steve Schonfeld's LUMN Position: Q4 2025 in Review

Steve Schonfeld sold out of Lumen (LUMN) in Q4 2025, closing a stake of 68,802 shares — an estimated $421K sold.

Steve Schonfeld first reported a position in LUMN in Q2 2017 and held it in 17 quarters. The position peaked at $2.68M in Q3 2022. 596 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

  • Steve Schonfeld reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
  • Steve Schonfeld sold 68,802 Lumen shares in Q4 2025, an estimated $421K.
  • Steve Schonfeld first reported a position in Lumen in Q2 2017 and held it in 17 quarters.
  • Steve Schonfeld's Lumen position peaked at $2.68M in Q3 2022.
  • 596 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.