ASO Group’s Lumen LUMN Stock Holding History

ASO Group’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	$77K	Hold	10,000	–	–	0.03%	56
2026 Q1	$70K	Hold	10,000	–	–	0.03%	56
2025 Q4	$78K	Buy	+10,000	New	+$82.3K	0.03%	55

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

ASO Group's LUMN Position: Q2 2026 in Review

ASO Group held its Lumen (LUMN) position steady in Q2 2026 at 10,000 shares worth $77K. The position accounts for 0.03% of the portfolio, ranked #56.

ASO Group first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $78K in Q4 2025. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

ASO Group held 10,000 shares of Lumen worth $77K as of Q2 2026.
ASO Group left its Lumen share count unchanged in Q2 2026.
Lumen made up 0.03% of ASO Group's portfolio in Q2 2026, its #56 holding.
ASO Group first reported a position in Lumen in Q4 2025 and has held it in 3 quarters since.
ASO Group's Lumen position peaked at $78K in Q4 2025.
621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on ASO Group's 13F filing for Q2 2026, filed 4 Aug 2026.