Basepoint Wealth’s Lumen LUMN Stock Holding History

Basepoint Wealth’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	$11.4K	Hold	1,479	–	–	0.01%	391
2026 Q1	$10.3K	Hold	1,479	–	–	0.01%	397
2025 Q4	$11.5K	Buy	+1,479	New	+$12.2K	0.01%	379

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

Basepoint Wealth's LUMN Position: Q2 2026 in Review

Basepoint Wealth held its Lumen (LUMN) position steady in Q2 2026 at 1,479 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #391.

Basepoint Wealth first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.5K in Q4 2025. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Basepoint Wealth held 1,479 shares of Lumen worth $11.4K as of Q2 2026.
Basepoint Wealth left its Lumen share count unchanged in Q2 2026.
Lumen made up 0.01% of Basepoint Wealth's portfolio in Q2 2026, its #391 holding.
Basepoint Wealth first reported a position in Lumen in Q4 2025 and has held it in 3 quarters since.
Basepoint Wealth's Lumen position peaked at $11.5K in Q4 2025.
621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.