Winthrop Capital Management’s Lumen LUMN Stock Holding History

Winthrop 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	$3K	Hold	443	–	–	﹤0.01%	266
2026 Q1	$3K	Hold	443	–	–	﹤0.01%	268
2025 Q4	$3K	Hold	443	–	–	﹤0.01%	270
2025 Q3	$3K	Hold	443	–	–	﹤0.01%	248
2025 Q2	$2K	Hold	443	–	–	﹤0.01%	268
2025 Q1	$2K	Buy	+443	New	+$2.21K	﹤0.01%	246

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

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

Winthrop Capital Management held its Lumen (LUMN) position steady in Q2 2026 at 443 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Winthrop Capital Management first reported a position in LUMN in Q1 2025 and has held it in 6 quarters since. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Winthrop Capital Management held 443 shares of Lumen worth $3K as of Q2 2026.
Winthrop Capital Management left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of Winthrop Capital Management's portfolio in Q2 2026, its #266 holding.
Winthrop Capital Management first reported a position in Lumen in Q1 2025 and has held it in 6 quarters since.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.