American Capital Advisory’s Lumen LUMN Stock Holding History

American Capital Advisory’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	$3.84K	Hold	500	–	–	﹤0.01%	487
2026 Q1	$3.48K	Hold	500	–	–	﹤0.01%	443
2025 Q4	$3.88K	Hold	500	–	–	﹤0.01%	395
2025 Q3	$3.06K	Buy	+500	New	+$2.4K	﹤0.01%	390

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

American Capital Advisory's LUMN Position: Q2 2026 in Review

American Capital Advisory held its Lumen (LUMN) position steady in Q2 2026 at 500 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

American Capital Advisory first reported a position in LUMN in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.88K in Q4 2025. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

American Capital Advisory held 500 shares of Lumen worth $3.84K as of Q2 2026.
American Capital Advisory left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #487 holding.
American Capital Advisory first reported a position in Lumen in Q3 2025 and has held it in 4 quarters since.
American Capital Advisory's Lumen position peaked at $3.88K in Q4 2025.
621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.