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Bartlett & Co Wealth Management’s Lumen LUMN Stock Holding History

Bartlett & Co Wealth Management’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 		– Sell
-10
Closed -$96 – 1350
2026
Q1 		$96 Buy
+10
New +$76 ﹤0.01% 1264
2022
Q4 		– Sell
-6
Closed -$44 – 1162
2022
Q3 		$44 Hold
6
– – ﹤0.01% 1172
2022
Q2 		$65 Hold
6
– – ﹤0.01% 1295
2022
Q1 		$68 Buy
+6
New +$69 ﹤0.01% 1065
2018
Q2 		– Sell
-67
Closed -$1.1K – 751
2018
Q1 		$1.1K Buy
+67
New +$1.16K ﹤0.01% 716

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

Bartlett & Co Wealth Management's LUMN Position: Q2 2026 in Review

Bartlett & Co Wealth Management sold out of Lumen (LUMN) in Q2 2026, closing a stake of 10 shares — an estimated $96 sold.

Bartlett & Co Wealth Management first reported a position in LUMN in Q1 2018 and held it in 5 quarters. The position peaked at $1.1K in Q1 2018. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Bartlett & Co Wealth Management reported no remaining Lumen position as of Q2 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 10 Lumen shares in Q2 2026, an estimated $96.
  • Bartlett & Co Wealth Management first reported a position in Lumen in Q1 2018 and held it in 5 quarters.
  • Bartlett & Co Wealth Management's Lumen position peaked at $1.1K in Q1 2018.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.