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
2021 Q1	–	Sell	-251,200	Closed	-$13K	–	7175
2020 Q4	$13K	Sell	251,200 -220,400	-47%	-$2.18M	﹤0.01%	5968
2020 Q3	$70K	Sell	471,600 -98,000	-17%	-$1.02M	﹤0.01%	5389
2020 Q2	$187K	Sell	569,600 -208,000	-27%	-$2.08M	﹤0.01%	4948
2020 Q1	$1.43M	Buy	777,600 +593,600	+323%	+$7.42M	﹤0.01%	3280
2019 Q4	$35K	Sell	184,000 -71,900	-28%	-$964K	﹤0.01%	5613
2019 Q3	$221K	Buy	255,900 +164,000	+178%	+$1.95M	﹤0.01%	4901
2019 Q2	$50K	Buy	+91,900	New	+$1.03M	﹤0.01%	5546
2019 Q1	–	Sell	-1,147,800	Closed	-$751K	–	6286
2018 Q4	$751K	Buy	1,147,800 +1,037,800	+943%	+$19.8M	﹤0.01%	4059
2018 Q3	$51K	Sell	110,000 -200,000	-65%	-$4.18M	﹤0.01%	5587
2018 Q2	$236K	Buy	310,000 +3,000	+1%	+$54.5K	﹤0.01%	4940
2018 Q1	$488K	Sell	307,000 -67,100	-18%	-$1.16M	﹤0.01%	4400
2017 Q4	$422K	Buy	374,100 +348,000	+1,333%	+$5.9M	﹤0.01%	4515
2017 Q3	$25K	Buy	+26,100	New	+$549K	﹤0.01%	5653
2017 Q1	–	Sell	-30,200	Closed	-$1K	–	6410
2016 Q4	$1K	Hold	30,200	–	–	﹤0.01%	6163
2016 Q3	$5K	Hold	30,200	–	–	﹤0.01%	5911
2016 Q2	$12K	Buy	30,200 +200	+0.7%	+$5.83K	﹤0.01%	5623
2016 Q1	$18K	Hold	30,000	–	–	﹤0.01%	5543
2015 Q4	$52K	Buy	+30,000	New	+$805K	﹤0.01%	5260
2014 Q1	–	Sell	-19,800	Closed	-$47K	–	5981
2013 Q4	$47K	Buy	+19,800	New	+$633K	﹤0.01%	4770
2013 Q3	–	Sell	-18,800	Closed	-$6K	–	5759
2013 Q2	$6K	Buy	+18,800	New	+$684K	﹤0.01%	5185

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.