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Benjamin Edwards Inc’s Lumen LUMN Stock Holding History

Benjamin Edwards Inc’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
Q1 		$159K Buy
22,817
+8,846
+63% +$67K ﹤0.01% 1325
2025
Q4 		$109K Sell
13,971
-17,873
-56% -$147K ﹤0.01% 1292
2025
Q3 		$195K Buy
+31,844
New +$153K ﹤0.01% 1253

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Benjamin Edwards Inc's LUMN Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Lumen (LUMN) stake by 63% in Q1 2026, buying an estimated $67K and bringing the position to 22,817 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Benjamin Edwards Inc first reported a position in LUMN in Q3 2025 and has held it in 3 quarters since. The position peaked at $195K in Q3 2025. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Benjamin Edwards Inc held 22,817 shares of Lumen worth $159K as of Q1 2026.
  • Benjamin Edwards Inc bought 8,846 Lumen shares in Q1 2026, an estimated $67K.
  • Lumen made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1325 holding.
  • Benjamin Edwards Inc first reported a position in Lumen in Q3 2025 and has held it in 3 quarters since.
  • Benjamin Edwards Inc's Lumen position peaked at $195K in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.