AWA
LUMN icon

Arkadios Wealth Advisors’s Lumen LUMN Stock Holding History

Arkadios 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 		$4.38M Sell
570,390
-48,773
-8% -$428K 0.07% 296
2026
Q1 		$4.3M Buy
619,163
+96,789
+19% +$733K 0.07% 291
2025
Q4 		$4.06M Buy
522,374
+508,220
+3,591% +$4.18M 0.08% 262
2025
Q3 		$86.6K Buy
14,154
+1,340
+10% +$6.43K ﹤0.01% 1414
2025
Q2 		$56.1K Buy
12,814
+510
+4% +$1.98K ﹤0.01% 1282
2025
Q1 		$48.2K Sell
12,304
-656
-5% -$3.27K ﹤0.01% 1099
2024
Q4 		$68.8K Sell
12,960
-407
-3% -$2.81K ﹤0.01% 897
2024
Q3 		$94.9K Buy
13,367
+2,554
+24% +$10.9K 0.01% 878
2024
Q2 		$11.9K Sell
10,813
-980
-8% -$1.24K ﹤0.01% 841
2024
Q1 		$18.4K Buy
11,793
+178
+2% +$278 ﹤0.01% 697
2023
Q4 		$21.3K Sell
11,615
-3,038
-21% -$4.31K ﹤0.01% 696
2023
Q3 		$20.8K Buy
+14,653
New +$24.8K ﹤0.01% 669
2022
Q1 		– Sell
-13,082
Closed -$164K – 604
2021
Q4 		$164K Sell
13,082
-42,092
-76% -$536K 0.02% 565
2021
Q3 		$683K Buy
55,174
+22,481
+69% +$282K 0.1% 242
2021
Q2 		$444K Sell
32,693
-43,735
-57% -$603K 0.05% 361
2021
Q1 		$1.02M Buy
76,428
+75,374
+7,151% +$936K 0.17% 150
2020
Q4 		$10K Buy
1,054
+1,045
+11,611% +$10.3K ﹤0.01% 958
2020
Q3 		$88 Buy
+9
New +$94 ﹤0.01% 1008

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

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

Arkadios Wealth Advisors reduced its Lumen (LUMN) stake by 7.9% in Q2 2026, selling an estimated $428K and leaving 570,390 shares worth $4.38M. The position accounts for 0.07% of the portfolio, ranked #296.

Arkadios Wealth Advisors first reported a position in LUMN in Q3 2020 and has held it in 18 quarters since. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Arkadios Wealth Advisors held 570,390 shares of Lumen worth $4.38M as of Q2 2026.
  • Arkadios Wealth Advisors sold 48,773 Lumen shares in Q2 2026, an estimated $428K.
  • Lumen made up 0.07% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #296 holding.
  • Arkadios Wealth Advisors first reported a position in Lumen in Q3 2020 and has held it in 18 quarters since.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.