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Stone House Investment Management’s Lumen LUMN Stock Holding History

Stone House Investment 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 		$1.62K Hold
211
– – ﹤0.01% 778
2026
Q1 		$1.47K Buy
+211
New +$1.6K ﹤0.01% 644

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stone House Investment Management's LUMN Position: Q2 2026 in Review

Stone House Investment Management held its Lumen (LUMN) position steady in Q2 2026 at 211 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Stone House Investment Management first reported a position in LUMN in Q1 2026 and has held it in 2 quarters since. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Stone House Investment Management held 211 shares of Lumen worth $1.62K as of Q2 2026.
  • Stone House Investment Management left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #778 holding.
  • Stone House Investment Management first reported a position in Lumen in Q1 2026 and has held it in 2 quarters since.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.