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Action Point Financial Planning’s Lumen LUMN Stock Holding History

Action Point Financial Planning’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 		$4.36K Buy
+571
New +$5.01K ﹤0.01% 1876

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

Action Point Financial Planning's LUMN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Lumen (LUMN) in Q2 2026: 571 shares worth $4.36K. The stake represents ﹤0.01% of the portfolio and ranks #1876 among its holdings.

619 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Action Point Financial Planning held 571 shares of Lumen worth $4.36K as of Q2 2026.
  • Lumen was a new Action Point Financial Planning position in Q2 2026.
  • Lumen made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1876 holding.
  • 619 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.