TI
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Tidal Investments’s Lumen LUMN Stock Holding History

Tidal Investments’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 		$2.75M Sell
358,157
-1,077
-0.3% -$9.44K ﹤0.01% 1196
2026
Q1 		$2.5M Buy
359,234
+141,145
+65% +$1.07M 0.01% 1077
2025
Q4 		$1.69M Buy
218,089
+183,376
+528% +$1.51M ﹤0.01% 1012
2025
Q3 		$212K Buy
34,713
+14,782
+74% +$70.9K ﹤0.01% 1919
2025
Q2 		$87.3K Buy
19,931
+1,891
+10% +$7.33K ﹤0.01% 1816
2025
Q1 		$70.7K Buy
+18,040
New +$89.9K ﹤0.01% 1745
2023
Q3 		– Sell
-295,895
Closed -$669K – 1342
2023
Q2 		$669K Sell
295,895
-8,659
-3% -$19.1K 0.02% 683
2023
Q1 		$807K Buy
304,554
+198,838
+188% +$802K 0.03% 571
2022
Q4 		$552K Buy
105,716
+37,797
+56% +$232K 0.02% 636
2022
Q3 		$494K Buy
67,919
+15,890
+31% +$162K 0.02% 572
2022
Q2 		$568K Sell
52,029
-16,831
-24% -$189K 0.02% 551
2022
Q1 		$776K Buy
68,860
+27,340
+66% +$313K 0.02% 502
2021
Q4 		$521K Buy
41,520
+28,739
+225% +$366K 0.02% 591
2021
Q3 		$159K Buy
12,781
+2,579
+25% +$32.3K 0.01% 812
2021
Q2 		$139K Buy
+10,202
New +$141K 0.01% 698

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

Tidal Investments's LUMN Position: Q2 2026 in Review

Tidal Investments reduced its Lumen (LUMN) stake by 0.3% in Q2 2026, selling an estimated $9.44K and leaving 358,157 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Tidal Investments first reported a position in LUMN in Q2 2021 and has held it in 15 quarters since. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Tidal Investments held 358,157 shares of Lumen worth $2.75M as of Q2 2026.
  • Tidal Investments sold 1,077 Lumen shares in Q2 2026, an estimated $9.44K.
  • Lumen made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1196 holding.
  • Tidal Investments first reported a position in Lumen in Q2 2021 and has held it in 15 quarters since.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.