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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
Q2 		$186K Buy
24,265
+1,448
+6% +$12.7K ﹤0.01% 1383
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 $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

Benjamin Edwards Inc's LUMN Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Lumen (LUMN) stake by 6.3% in Q2 2026, buying an estimated $12.7K and bringing the position to 24,265 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Benjamin Edwards Inc first reported a position in LUMN in Q3 2025 and has held it in 4 quarters since. The position peaked at $195K in Q3 2025. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Benjamin Edwards Inc held 24,265 shares of Lumen worth $186K as of Q2 2026.
  • Benjamin Edwards Inc bought 1,448 Lumen shares in Q2 2026, an estimated $12.7K.
  • Lumen made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1383 holding.
  • Benjamin Edwards Inc first reported a position in Lumen in Q3 2025 and has held it in 4 quarters since.
  • Benjamin Edwards Inc's Lumen position peaked at $195K in Q3 2025.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.