AWA
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Alta Wealth Advisors’s Lumen LUMN Stock Holding History

Alta Wealth Advisors’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 		$100K Buy
+13,067
New +$115K 0.03% 169

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

Alta Wealth Advisors's LUMN Position: Q2 2026 in Review

Alta Wealth Advisors opened a new position in Lumen (LUMN) in Q2 2026: 13,067 shares worth $100K. The stake represents 0.03% of the portfolio and ranks #169 among its holdings.

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

  • Alta Wealth Advisors held 13,067 shares of Lumen worth $100K as of Q2 2026.
  • Lumen was a new Alta Wealth Advisors position in Q2 2026.
  • Lumen made up 0.03% of Alta Wealth Advisors's portfolio in Q2 2026, its #169 holding.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.