Bogart Wealth LLC’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Bogart Wealth LLC’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	$5.46K	Buy	711 +117	+20%	+$1.03K	﹤0.01%	1181
2026 Q1	$4.13K	Buy	594 +150	+34%	+$1.14K	﹤0.01%	1116
2025 Q4	$3.45K	Hold	444	–	–	﹤0.01%	1073
2025 Q3	$2.72K	Hold	444	–	–	﹤0.01%	1092
2025 Q2	$1.95K	Hold	444	–	–	﹤0.01%	1114
2025 Q1	$1.74K	Hold	444	–	–	﹤0.01%	1099
2024 Q4	$2.36K	Hold	444	–	–	﹤0.01%	1071
2024 Q3	$3.15K	Hold	444	–	–	﹤0.01%	909
2024 Q2	$488	Buy	444 +254	+134%	+$322	﹤0.01%	1057
2024 Q1	$296	Hold	190	–	–	﹤0.01%	1030
2023 Q4	$348	Hold	190	–	–	﹤0.01%	1016
2023 Q3	$270	Sell	190 -2	-1%	-$3	﹤0.01%	1033
2023 Q2	$434	Buy	192 +2	+1%	+$4	﹤0.01%	993
2023 Q1	$504	Hold	190	–	–	﹤0.01%	1040
2022 Q4	$992	Sell	190 -1,310	-87%	-$8.05K	﹤0.01%	858
2022 Q3	$11K	Hold	1,500	–	–	﹤0.01%	522
2022 Q2	$16K	Buy	+1,500	New	+$16.8K	﹤0.01%	454

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

Bogart Wealth LLC's LUMN Position: Q2 2026 in Review

Bogart Wealth LLC increased its Lumen Technologies, Inc. Common Stock (LUMN) stake by 20% in Q2 2026, buying an estimated $1.03K and bringing the position to 711 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Bogart Wealth LLC first reported a position in LUMN in Q2 2022 and has held it in 17 quarters since. The position peaked at $16K in Q2 2022. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Bogart Wealth LLC held 711 shares of Lumen Technologies, Inc. Common Stock worth $5.46K as of Q2 2026.
Bogart Wealth LLC bought 117 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $1.03K.
Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1181 holding.
Bogart Wealth LLC first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2022 and has held it in 17 quarters since.
Bogart Wealth LLC's Lumen Technologies, Inc. Common Stock position peaked at $16K in Q2 2022.
624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.