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BSW Wealth Partners’s Lumen LUMN Stock Holding History

BSW Wealth Partners’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 		$1.13M Buy
147,078
+11,000
+8% +$96.4K 0.13% 97
2026
Q1 		$946K Sell
136,078
-16,500
-11% -$125K 0.12% 104
2025
Q4 		$1.19M Sell
152,578
-32,500
-18% -$268K 0.14% 86
2025
Q3 		$1.13M Sell
185,078
-30,000
-14% -$144K 0.14% 84
2025
Q2 		$942K Buy
215,078
+34,895
+19% +$135K 0.13% 95
2025
Q1 		$706K Buy
180,183
+15,090
+9% +$75.2K 0.11% 114
2024
Q4 		$877K Buy
165,093
+35,029
+27% +$242K 0.13% 93
2024
Q3 		$923K Sell
130,064
-96,000
-42% -$410K 0.14% 87
2024
Q2 		$249K Buy
226,064
+50,939
+29% +$64.6K 0.04% 243
2024
Q1 		$273K Buy
+175,125
New +$274K 0.05% 232
2023
Q1 		– Sell
-28,293
Closed -$148K – 329
2022
Q4 		$148K Buy
+28,293
New +$174K 0.03% 290
2022
Q1 		– Sell
-16,470
Closed -$207K – 300
2021
Q4 		$207K Buy
16,470
+2,917
+22% +$37.1K 0.05% 242
2021
Q3 		$168K Buy
13,553
+1,989
+17% +$24.9K 0.05% 239
2021
Q2 		$157K Buy
+11,564
New +$160K 0.04% 236

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

BSW Wealth Partners's LUMN Position: Q2 2026 in Review

BSW Wealth Partners increased its Lumen (LUMN) stake by 8.1% in Q2 2026, buying an estimated $96.4K and bringing the position to 147,078 shares worth $1.13M. The position accounts for 0.13% of the portfolio, ranked #97.

BSW Wealth Partners first reported a position in LUMN in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.19M in Q4 2025. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • BSW Wealth Partners held 147,078 shares of Lumen worth $1.13M as of Q2 2026.
  • BSW Wealth Partners bought 11,000 Lumen shares in Q2 2026, an estimated $96.4K.
  • Lumen made up 0.13% of BSW Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • BSW Wealth Partners first reported a position in Lumen in Q2 2021 and has held it in 14 quarters since.
  • BSW Wealth Partners's Lumen position peaked at $1.19M in Q4 2025.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.