Yousif Capital Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Yousif 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	$2.45M	Sell	319,420 -27,870	-8%	-$244K	0.03%	584
2026 Q1	$2.41M	Sell	347,290 -15,234	-4%	-$115K	0.03%	578
2025 Q4	$2.9M	Sell	362,524 -59,538	-14%	-$490K	0.03%	531
2025 Q3	$2.58M	Sell	422,062 -99,863	-19%	-$479K	0.03%	595
2025 Q2	$2.29M	Sell	521,925 -59,718	-10%	-$231K	0.02%	659
2025 Q1	$2.28M	Sell	581,643 -57,865	-9%	-$288K	0.03%	646
2024 Q4	$3.4M	Sell	639,508 -44,467	-7%	-$307K	0.04%	452
2024 Q3	$4.86M	Sell	683,975 -54,995	-7%	-$235K	0.05%	344
2024 Q2	$813K	Sell	738,970 -23,582	-3%	-$29.9K	0.01%	1244
2024 Q1	$1.19M	Sell	762,552 -13,190	-2%	-$20.6K	0.01%	1109
2023 Q4	$1.42M	Buy	775,742 +64,490	+9%	+$91.4K	0.02%	1023
2023 Q3	$1.01M	Buy	711,252 +83,120	+13%	+$141K	0.01%	1133
2023 Q2	$1.42M	Buy	628,132 +16,266	+3%	+$35.8K	0.02%	965
2023 Q1	$1.62M	Buy	611,866 +337,511	+123%	+$1.36M	0.02%	873
2022 Q4	$1.43M	Buy	274,355 +63,686	+30%	+$391K	0.02%	974
2022 Q3	$1.53M	Sell	210,669 -5,184	-2%	-$52.7K	0.02%	918
2022 Q2	$2.35M	Sell	215,853 -2,610	-1%	-$29.3K	0.03%	702
2022 Q1	$2.46M	Buy	218,463 +7,830	+4%	+$89.6K	0.03%	790
2021 Q4	$2.64M	Buy	+210,633	New	+$2.68M	0.03%	770

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 $3.38T AUM 44.17% 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

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

Yousif Capital Management reduced its Lumen Technologies, Inc. Common Stock (LUMN) stake by 8% in Q2 2026, selling an estimated $244K and leaving 319,420 shares worth $2.45M. The position accounts for 0.03% of the portfolio, ranked #584.

Yousif Capital Management first reported a position in LUMN in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.86M in Q3 2024. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Yousif Capital Management held 319,420 shares of Lumen Technologies, Inc. Common Stock worth $2.45M as of Q2 2026.
Yousif Capital Management sold 27,870 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $244K.
Lumen Technologies, Inc. Common Stock made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #584 holding.
Yousif Capital Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Lumen Technologies, Inc. Common Stock position peaked at $4.86M in Q3 2024.
624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.