Wells Fargo’s Lumen LUMN Stock Holding History

Wells Fargo’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
2020 Q1	–	Sell	-327,000	Closed	-$4K	–	6550
2019 Q4	$4K	Hold	327,000	–	–	﹤0.01%	6080
2019 Q3	$72K	Sell	327,000 -20,500	-6%	-$243K	﹤0.01%	5444
2019 Q2	$102K	Buy	+347,500	New	+$3.91M	﹤0.01%	5299
2019 Q1	–	Sell	-185,000	Closed	-$4K	–	6285
2018 Q4	$4K	Sell	185,000 -102,100	-36%	-$1.95M	﹤0.01%	6102
2018 Q3	$419K	Buy	287,100 +133,300	+87%	+$2.79M	﹤0.01%	4556
2018 Q2	$220K	Sell	153,800 -14,600	-9%	-$265K	﹤0.01%	4973
2018 Q1	$126K	Buy	168,400 +60,400	+56%	+$1.05M	﹤0.01%	5206
2017 Q4	$39K	Buy	+108,000	New	+$1.83M	﹤0.01%	5618

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wells Fargo's LUMN Position: Q1 2026 in Review

Wells Fargo reduced its Lumen (LUMN) stake by 47% in Q1 2026, selling an estimated $5.2M and leaving 766,740 shares worth $5.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

Wells Fargo first reported a position in LUMN in Q2 2013 and has held it in 52 quarters since. The position peaked at $134M in Q1 2017. 593 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

Wells Fargo held 766,740 shares of Lumen worth $5.33M as of Q1 2026.
Wells Fargo sold 686,626 Lumen shares in Q1 2026, an estimated $5.2M.
Lumen made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2543 holding.
Wells Fargo first reported a position in Lumen in Q2 2013 and has held it in 52 quarters since.
Wells Fargo's Lumen position peaked at $134M in Q1 2017.
593 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.