CMA
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Cedar Mountain Advisors’s Lumen LUMN Stock Holding History

Cedar Mountain Advisors’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 		$1.24K Hold
161
– – ﹤0.01% 918
2026
Q1 		$1.12K Sell
161
-25
-13% -$189 ﹤0.01% 893
2025
Q4 		$1.45K Buy
186
+26
+16% +$214 ﹤0.01% 443
2025
Q3 		$979 Buy
+160
New +$768 ﹤0.01% 537

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

Cedar Mountain Advisors's LUMN Position: Q2 2026 in Review

Cedar Mountain Advisors held its Lumen (LUMN) position steady in Q2 2026 at 161 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Cedar Mountain Advisors first reported a position in LUMN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.45K in Q4 2025. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Cedar Mountain Advisors held 161 shares of Lumen worth $1.24K as of Q2 2026.
  • Cedar Mountain Advisors left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #918 holding.
  • Cedar Mountain Advisors first reported a position in Lumen in Q3 2025 and has held it in 4 quarters since.
  • Cedar Mountain Advisors's Lumen position peaked at $1.45K in Q4 2025.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.