AXS Investments’s Lumen LUMN Stock Holding History

AXS Investments’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	$4.05K	Buy	527 +225	+75%	+$1.97K	﹤0.01%	192
2026 Q1	$2.1K	Sell	302 -164	-35%	-$1.24K	﹤0.01%	188
2025 Q4	$3.62K	Sell	466 -80	-15%	-$658	﹤0.01%	195
2025 Q3	$3.34K	Buy	+546	New	+$2.62K	﹤0.01%	194
2023 Q2	–	Sell	-710	Closed	-$1.88K	–	456
2023 Q1	$1.88K	Sell	710 -168	-19%	-$678	﹤0.01%	370
2022 Q4	$4.58K	Buy	+878	New	+$5.4K	﹤0.01%	348

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

AXS Investments's LUMN Position: Q2 2026 in Review

AXS Investments increased its Lumen (LUMN) stake by 75% in Q2 2026, buying an estimated $1.97K and bringing the position to 527 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

AXS Investments first reported a position in LUMN in Q4 2022 and has held it in 6 quarters since. The position peaked at $4.58K in Q4 2022. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

AXS Investments held 527 shares of Lumen worth $4.05K as of Q2 2026.
AXS Investments bought 225 Lumen shares in Q2 2026, an estimated $1.97K.
Lumen made up ﹤0.01% of AXS Investments's portfolio in Q2 2026, its #192 holding.
AXS Investments first reported a position in Lumen in Q4 2022 and has held it in 6 quarters since.
AXS Investments's Lumen position peaked at $4.58K in Q4 2022.
620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.