Arax Advisory Partners’s Lumen LUMN Stock Holding History

Arax Advisory 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	$55.2K	Buy	7,182 +6,270	+688%	+$55K	﹤0.01%	3193
2026 Q1	$6.34K	Sell	912 -619	-40%	-$4.68K	﹤0.01%	2678
2025 Q4	$11.9K	Sell	1,531 -11,991	-89%	-$98.7K	﹤0.01%	2381
2025 Q3	$82.8K	Buy	13,522 +13,354	+7,949%	+$64.1K	﹤0.01%	1609
2025 Q2	$736	Sell	168 -11	-6%	-$43	﹤0.01%	2867
2025 Q1	$702	Sell	179 -785	-81%	-$3.91K	﹤0.01%	2448
2024 Q4	$5.12K	Hold	964	–	–	﹤0.01%	1737
2024 Q3	$6.84K	Hold	964	–	–	﹤0.01%	1571
2024 Q2	$1.06K	Buy	964 +825	+594%	+$1.05K	﹤0.01%	2160
2024 Q1	$217	Sell	139 -610	-81%	-$953	﹤0.01%	1270
2023 Q4	$1.37K	Buy	749 +610	+439%	+$865	﹤0.01%	1073
2023 Q3	$198	Sell	139 -49	-26%	-$83	﹤0.01%	1284
2023 Q2	$426	Hold	188	–	–	﹤0.01%	1220
2023 Q1	$500	Hold	188	–	–	﹤0.01%	1189
2022 Q4	$983	Hold	188	–	–	﹤0.01%	1079
2022 Q3	$1K	Buy	188 +4	+2%	+$41	﹤0.01%	1106
2022 Q2	$2K	Buy	184 +4	+2%	+$45	﹤0.01%	953
2022 Q1	$2K	Buy	180 +4	+2%	+$46	﹤0.01%	945
2021 Q4	$2K	Buy	176 +4	+2%	+$51	﹤0.01%	896
2021 Q3	$2K	Sell	172 -44	-20%	-$552	﹤0.01%	847
2021 Q2	$3K	Buy	+216	New	+$2.98K	﹤0.01%	815
2020 Q4	$4K	Buy	423 +4	+1%	+$39	﹤0.01%	630
2020 Q3	$4K	Buy	419 +3	+0.7%	+$31	﹤0.01%	614
2020 Q2	$4K	Buy	416 +4	+1%	+$40	﹤0.01%	606
2020 Q1	$4K	Buy	412 +43	+12%	+$538	﹤0.01%	588
2019 Q4	$5K	Buy	369 +2	+0.5%	+$27	﹤0.01%	516
2019 Q3	$5K	Buy	367 +262	+250%	+$3.11K	﹤0.01%	514
2019 Q2	$1K	Buy	+105	New	+$1.18K	﹤0.01%	578
2018 Q4	$64K	Buy	4,240 +130	+3%	+$2.48K	0.03%	244
2018 Q3	$87K	Buy	+4,110	New	+$86K	0.04%	221

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

Arax Advisory Partners's LUMN Position: Q2 2026 in Review

Arax Advisory Partners increased its Lumen (LUMN) stake by 688% in Q2 2026, buying an estimated $55K and bringing the position to 7,182 shares worth $55.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3193.

Arax Advisory Partners first reported a position in LUMN in Q3 2018 and has held it in 30 quarters since. The position peaked at $87K in Q3 2018. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Arax Advisory Partners held 7,182 shares of Lumen worth $55.2K as of Q2 2026.
Arax Advisory Partners bought 6,270 Lumen shares in Q2 2026, an estimated $55K.
Lumen made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3193 holding.
Arax Advisory Partners first reported a position in Lumen in Q3 2018 and has held it in 30 quarters since.
Arax Advisory Partners's Lumen position peaked at $87K in Q3 2018.
620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.