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Bell Investment Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Bell Investment 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 		$1.15K Hold
150
– – ﹤0.01% 1497
2026
Q1 		$1.04K Hold
150
– – ﹤0.01% 1534
2025
Q4 		$1.17K Buy
150
+62
+70% +$510 ﹤0.01% 1505
2025
Q3 		$539 Hold
88
– – ﹤0.01% 1738
2025
Q2 		$386 Sell
88
-103
-54% -$399 ﹤0.01% 1810
2025
Q1 		$749 Buy
191
+103
+117% +$513 ﹤0.01% 1646
2024
Q4 		$468 Sell
88
-201
-70% -$1.39K ﹤0.01% 1791
2024
Q3 		$2.05K Buy
289
+88
+44% +$376 ﹤0.01% 1350
2024
Q2 		$222 Hold
201
– – ﹤0.01% 1917
2024
Q1 		$314 Hold
201
– – ﹤0.01% 1885
2023
Q4 		$368 Sell
201
-217
-52% -$308 ﹤0.01% 1878
2023
Q3 		$594 Sell
418
-255
-38% -$432 ﹤0.01% 1725
2023
Q2 		$1.52K Sell
673
-137
-17% -$302 ﹤0.01% 1430
2023
Q1 		$2.15K Buy
810
+16
+2% +$65 ﹤0.01% 1229
2022
Q4 		$4.14K Buy
794
+455
+134% +$2.8K ﹤0.01% 908
2022
Q3 		$2K Buy
339
+18
+6% +$183 ﹤0.01% 1150
2022
Q2 		$4K Buy
+321
New +$3.6K ﹤0.01% 819
2021
Q4 		$9K Buy
746
+168
+29% +$2.14K ﹤0.01% 524
2021
Q3 		$7K Buy
+578
New +$7.25K ﹤0.01% 581

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's LUMN Position: Q2 2026 in Review

Bell Investment Advisors held its Lumen Technologies, Inc. Common Stock (LUMN) position steady in Q2 2026 at 150 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Bell Investment Advisors first reported a position in LUMN in Q3 2021 and has held it in 19 quarters since. The position peaked at $9K in Q4 2021. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Bell Investment Advisors held 150 shares of Lumen Technologies, Inc. Common Stock worth $1.15K as of Q2 2026.
  • Bell Investment Advisors left its Lumen Technologies, Inc. Common Stock share count unchanged in Q2 2026.
  • Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1497 holding.
  • Bell Investment Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Lumen Technologies, Inc. Common Stock position peaked at $9K in Q4 2021.
  • 624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.