Asset Planning Inc’s Lumen LUMN Stock Holding History

Asset Planning Inc’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	$62.2K	Hold	8,100	–	–	0.04%	147
2026 Q1	$56.3K	Buy	+8,100	New	+$61.3K	0.04%	144

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

Asset Planning Inc's LUMN Position: Q2 2026 in Review

Asset Planning Inc held its Lumen (LUMN) position steady in Q2 2026 at 8,100 shares worth $62.2K. The position accounts for 0.04% of the portfolio, ranked #147.

Asset Planning Inc first reported a position in LUMN in Q1 2026 and has held it in 2 quarters since. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Asset Planning Inc held 8,100 shares of Lumen worth $62.2K as of Q2 2026.
Asset Planning Inc left its Lumen share count unchanged in Q2 2026.
Lumen made up 0.04% of Asset Planning Inc's portfolio in Q2 2026, its #147 holding.
Asset Planning Inc first reported a position in Lumen in Q1 2026 and has held it in 2 quarters since.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.