Abound Wealth Management’s Lumen LUMN Stock Holding History

Abound Wealth 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	$216	Sell	28 -5	-15%	-$44	﹤0.01%	1096
2026 Q1	$230	Sell	33 -15	-31%	-$114	﹤0.01%	1194
2025 Q4	$373	Hold	48	–	–	﹤0.01%	988
2025 Q3	$294	Hold	48	–	–	﹤0.01%	1016
2025 Q2	$211	Sell	48 -8	-14%	-$31	﹤0.01%	1022
2025 Q1	$220	Sell	56 -16	-22%	-$80	﹤0.01%	956
2024 Q4	$383	Hold	72	–	–	﹤0.01%	834
2024 Q3	$512	Buy	+72	New	+$307	﹤0.01%	873
2023 Q3	–	Sell	-366	Closed	-$828	–	1198
2023 Q2	$828	Buy	+366	New	+$806	﹤0.01%	759
2023 Q1	–	Sell	-19	Closed	-$102	–	738
2022 Q4	$102	Hold	19	–	–	﹤0.01%	707
2022 Q3	$142	Buy	+19	New	+$193	﹤0.01%	716

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

Abound Wealth Management's LUMN Position: Q2 2026 in Review

Abound Wealth Management reduced its Lumen (LUMN) stake by 15% in Q2 2026, selling an estimated $44 and leaving 28 shares worth $216. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Abound Wealth Management first reported a position in LUMN in Q3 2022 and has held it in 11 quarters since. The position peaked at $828 in Q2 2023. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Abound Wealth Management held 28 shares of Lumen worth $216 as of Q2 2026.
Abound Wealth Management sold 5 Lumen shares in Q2 2026, an estimated $44.
Lumen made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1096 holding.
Abound Wealth Management first reported a position in Lumen in Q3 2022 and has held it in 11 quarters since.
Abound Wealth Management's Lumen position peaked at $828 in Q2 2023.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.