Ray Dalio's LUMN Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 595,417 shares of Lumen Technologies, Inc. (LUMN) worth $4.63 M, representing 0.02% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in LUMN, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 595,417 shares. Largest reduction occurred in Q2 2025, reducing 307,098 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Lumen Technologies (LUMN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lumen Technologies (LUMN) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2021 | +72,388 | New Buy | 72,388 | $12.54 |
| Q1 2022 | +80,515 | Add 111.23% | 152,903 | $11.27 |
| Q2 2022 | +80,866 | Add 52.89% | 233,769 | $10.91 |
| Q3 2022 | -233,769 | Sold Out | 0 | $0.00 |
| Q4 2022 | +81,874 | New Buy | 81,874 | $5.22 |
| Q1 2023 | -81,874 | Sold Out | 0 | $0.00 |
| Q1 2025 | +307,098 | New Buy | 307,098 | $3.92 |
| Q2 2025 | -307,098 | Sold Out | 0 | $0.00 |
| Q4 2025 | +595,417 | New Buy | 595,417 | $7.77 |
Ray Dalio's Lumen Technologies Investment FAQs
Ray Dalio first purchased Lumen Technologies, Inc. (LUMN) in Q4 2021, acquiring 72,388 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Lumen Technologies, Inc. (LUMN) for 9 quarters since Q4 2021.
Ray Dalio's largest addition to Lumen Technologies, Inc. (LUMN) was in Q4 2025, adding 595,417 shares worth $4.63 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 595,417 shares of Lumen Technologies, Inc. (LUMN), valued at approximately $4.63 M.
As of the Q4 2025 filing, Lumen Technologies, Inc. (LUMN) represents approximately 0.02% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Lumen Technologies, Inc. (LUMN) was 595,417 shares, as reported at the end of Q4 2025.