ZIM
LUMN icon

Zacks Investment Management’s Lumen LUMN Stock Holding History

Zacks Investment 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 		$901K Buy
+117,382
New +$1.03M 0.01% 436
2024
Q1 		– Sell
-23,772
Closed -$43.5K – 684
2023
Q4 		$43.5K Sell
23,772
-523
-2% -$741 ﹤0.01% 609
2023
Q3 		$34.5K Sell
24,295
-13,179
-35% -$22.3K ﹤0.01% 594
2023
Q2 		$84.7K Sell
37,474
-12,472
-25% -$27.5K ﹤0.01% 616
2023
Q1 		$132K Buy
49,946
+5,326
+12% +$21.5K ﹤0.01% 599
2022
Q4 		$233K Buy
44,620
+179
+0.4% +$1.1K ﹤0.01% 538
2022
Q3 		$323K Buy
44,441
+32,560
+274% +$331K 0.01% 475
2022
Q2 		$130K Buy
11,881
+1,023
+9% +$11.5K ﹤0.01% 556
2022
Q1 		$122K Buy
+10,858
New +$124K ﹤0.01% 579
2018
Q1 		– Sell
-25,230
Closed -$421K – 579
2017
Q4 		$421K Sell
25,230
-1,186
-4% -$20.1K 0.01% 473
2017
Q3 		$499K Sell
26,416
-52,882
-67% -$1.11M 0.01% 453
2017
Q2 		$1.89M Buy
79,298
+52,979
+201% +$1.33M 0.05% 245
2017
Q1 		$620K Sell
26,319
-5,197
-16% -$127K 0.02% 440
2016
Q4 		$749K Sell
31,516
-17,056
-35% -$433K 0.02% 384
2016
Q3 		$1.33M Sell
48,572
-15,128
-24% -$442K 0.04% 275
2016
Q2 		$1.85M Buy
63,700
+4,104
+7% +$120K 0.06% 216
2016
Q1 		$1.91M Buy
+59,596
New +$1.67M 0.06% 211

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Zacks Investment Management's LUMN Position: Q2 2026 in Review

Zacks Investment Management opened a new position in Lumen (LUMN) in Q2 2026: 117,382 shares worth $901K. The stake represents 0.01% of the portfolio and ranks #436 among its holdings. This is a return to the name: Zacks Investment Management previously reported a position in LUMN as recently as Q4 2023.

Zacks Investment Management first reported a position in LUMN in Q1 2016 and has held it in 17 quarters since. The position peaked at $1.91M in Q1 2016. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Zacks Investment Management held 117,382 shares of Lumen worth $901K as of Q2 2026.
  • Lumen was a new Zacks Investment Management position in Q2 2026.
  • Lumen made up 0.01% of Zacks Investment Management's portfolio in Q2 2026, its #436 holding.
  • Zacks Investment Management first reported a position in Lumen in Q1 2016 and has held it in 17 quarters since.
  • Zacks Investment Management's Lumen position peaked at $1.91M in Q1 2016.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.