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Basecamp Wealth Advisors’s Lumen LUMN Stock Holding History

Basecamp Wealth Advisors’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 		$5.06K Buy
659
+24
+4% +$210 ﹤0.01% 1175
2026
Q1 		$4.41K Sell
635
-24
-4% -$182 ﹤0.01% 1215
2025
Q4 		$5.12K Buy
+659
New +$5.42K ﹤0.01% 1142

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

Basecamp Wealth Advisors's LUMN Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Lumen (LUMN) stake by 3.8% in Q2 2026, buying an estimated $210 and bringing the position to 659 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Basecamp Wealth Advisors first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.12K in Q4 2025. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Basecamp Wealth Advisors held 659 shares of Lumen worth $5.06K as of Q2 2026.
  • Basecamp Wealth Advisors bought 24 Lumen shares in Q2 2026, an estimated $210.
  • Lumen made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1175 holding.
  • Basecamp Wealth Advisors first reported a position in Lumen in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Lumen position peaked at $5.12K in Q4 2025.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.