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Atomi Financial Group’s Lumen LUMN Stock Holding History

Atomi Financial 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 		$497K Buy
64,746
+366
+0.6% +$3.21K 0.01% 771
2026
Q1 		$447K Buy
64,380
+3,462
+6% +$26.2K 0.01% 759
2025
Q4 		$473K Buy
60,918
+5,234
+9% +$43.1K 0.01% 710
2025
Q3 		$341K Buy
55,684
+1,978
+4% +$9.49K 0.01% 818
2025
Q2 		$235K Buy
53,706
+429
+0.8% +$1.66K 0.01% 958
2025
Q1 		$209K Sell
53,277
-1,839
-3% -$9.16K 0.01% 955
2024
Q4 		$293K Buy
55,116
+682
+1% +$4.71K 0.01% 730
2024
Q3 		$386K Sell
54,434
-661
-1% -$2.82K 0.02% 564
2024
Q2 		$60.6K Buy
55,095
+16,675
+43% +$21.1K ﹤0.01% 785
2024
Q1 		$59.9K Sell
38,420
-21,417
-36% -$33.5K 0.01% 724
2023
Q4 		$110K Buy
59,837
+33,852
+130% +$48K 0.02% 579
2023
Q3 		$36.9K Sell
25,985
-4,775
-16% -$8.08K 0.01% 346
2023
Q2 		$69.5K Buy
+30,760
New +$67.7K 0.03% 273

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

Atomi Financial Group's LUMN Position: Q2 2026 in Review

Atomi Financial Group increased its Lumen (LUMN) stake by 0.57% in Q2 2026, buying an estimated $3.21K and bringing the position to 64,746 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #771.

Atomi Financial Group first reported a position in LUMN in Q2 2023 and has held it in 13 quarters since. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Atomi Financial Group held 64,746 shares of Lumen worth $497K as of Q2 2026.
  • Atomi Financial Group bought 366 Lumen shares in Q2 2026, an estimated $3.21K.
  • Lumen made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #771 holding.
  • Atomi Financial Group first reported a position in Lumen in Q2 2023 and has held it in 13 quarters since.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

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