Beacon Investment Advisory Services’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Beacon Investment Advisory Services’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	$1.31K	Buy	+170	New	+$1.49K	﹤0.01%	774

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 $3.38T AUM 44.17% 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

Beacon Investment Advisory Services's LUMN Position: Q2 2026 in Review

Beacon Investment Advisory Services opened a new position in Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2026: 170 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #774 among its holdings.

624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Beacon Investment Advisory Services held 170 shares of Lumen Technologies, Inc. Common Stock worth $1.31K as of Q2 2026.
Lumen Technologies, Inc. Common Stock was a new Beacon Investment Advisory Services position in Q2 2026.
Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #774 holding.
624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.