Abacus Wealth Partners’s Lumen LUMN Stock Holding History

Abacus Wealth Partners’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	–	Sell	-34,002	Closed	-$236K	–	428
2026 Q1	$236K	Sell	34,002 -914	-3%	-$6.92K	0.02%	430
2025 Q4	$271K	Buy	+34,916	New	+$287K	0.03%	380

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

Abacus Wealth Partners's LUMN Position: Q2 2026 in Review

Abacus Wealth Partners sold out of Lumen (LUMN) in Q2 2026, closing a stake of 34,002 shares — an estimated $236K sold.

Abacus Wealth Partners first reported a position in LUMN in Q4 2025 and held it in 2 quarters. The position peaked at $271K in Q4 2025. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Abacus Wealth Partners reported no remaining Lumen position as of Q2 2026 after selling out during the quarter.
Abacus Wealth Partners sold 34,002 Lumen shares in Q2 2026, an estimated $236K.
Abacus Wealth Partners first reported a position in Lumen in Q4 2025 and held it in 2 quarters.
Abacus Wealth Partners's Lumen position peaked at $271K in Q4 2025.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.