Benson Wealth Management’s Lumen LUMN Stock Holding History

Benson Wealth Management’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	$123	Hold	16	–	–	﹤0.01%	361
2026 Q1	$111	Buy	+16	New	+$121	﹤0.01%	347

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

Benson Wealth Management's LUMN Position: Q2 2026 in Review

Benson Wealth Management held its Lumen (LUMN) position steady in Q2 2026 at 16 shares worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Benson Wealth Management first reported a position in LUMN in Q1 2026 and has held it in 2 quarters since. 619 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Benson Wealth Management held 16 shares of Lumen worth $123 as of Q2 2026.
Benson Wealth Management left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of Benson Wealth Management's portfolio in Q2 2026, its #361 holding.
Benson Wealth Management first reported a position in Lumen in Q1 2026 and has held it in 2 quarters since.
619 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

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