Triumph Capital Management’s Lumen LUMN Stock Holding History

Triumph Capital 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	$43.1K	Buy	5,614 +5,360	+2,110%	+$47K	0.01%	718
2026 Q1	$1.76K	Hold	254	–	–	﹤0.01%	1551
2025 Q4	$1.97K	Buy	+254	New	+$2.09K	﹤0.01%	1469
2024 Q2	–	Sell	-14,137	Closed	-$20.6K	–	261
2024 Q1	$20.6K	Sell	14,137 -207,273	-94%	-$324K	0.01%	221
2023 Q4	$405K	Buy	221,410 +8,867	+4%	+$12.6K	0.17%	116
2023 Q3	$302K	Buy	212,543 +55,968	+36%	+$94.7K	0.14%	152
2023 Q2	$354K	Sell	156,575 -14,036	-8%	-$30.9K	0.16%	128
2023 Q1	$452K	Buy	170,611 +62,845	+58%	+$254K	0.23%	83
2022 Q4	$563K	Buy	+107,766	New	+$662K	0.3%	78
2022 Q2	–	Sell	-56,555	Closed	-$637K	–	223
2022 Q1	$637K	Buy	+56,555	New	+$647K	0.28%	95
2021 Q4	–	Sell	-10,975	Closed	-$136K	–	226
2021 Q3	$136K	Buy	+10,975	New	+$138K	0.06%	185

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

Triumph Capital Management's LUMN Position: Q2 2026 in Review

Triumph Capital Management increased its Lumen (LUMN) stake by 2,110% in Q2 2026, buying an estimated $47K and bringing the position to 5,614 shares worth $43.1K. The position accounts for 0.01% of the portfolio, ranked #718.

Triumph Capital Management first reported a position in LUMN in Q3 2021 and has held it in 11 quarters since. The position peaked at $637K in Q1 2022. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Triumph Capital Management held 5,614 shares of Lumen worth $43.1K as of Q2 2026.
Triumph Capital Management bought 5,360 Lumen shares in Q2 2026, an estimated $47K.
Lumen made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #718 holding.
Triumph Capital Management first reported a position in Lumen in Q3 2021 and has held it in 11 quarters since.
Triumph Capital Management's Lumen position peaked at $637K in Q1 2022.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.