Cherry Tree Wealth Management’s Lumen LUMN Stock Holding History

Cherry Tree 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 Q1	$466	Hold	67	–	–	﹤0.01%	563
2025 Q4	$521	Hold	67	–	–	﹤0.01%	567
2025 Q3	$411	Hold	67	–	–	﹤0.01%	571
2025 Q2	$294	Hold	67	–	–	﹤0.01%	595
2025 Q1	$263	Buy	67 +33	+97%	+$164	﹤0.01%	746
2024 Q4	$181	Hold	34	–	–	﹤0.01%	641
2024 Q3	$242	Hold	34	–	–	﹤0.01%	605
2024 Q2	$38	Hold	34	–	–	﹤0.01%	595
2024 Q1	$54	Hold	34	–	–	﹤0.01%	593
2023 Q4	$63	Hold	34	–	–	﹤0.01%	590
2023 Q3	$49	Hold	34	–	–	﹤0.01%	584
2023 Q2	$77	Buy	+34	New	+$75	﹤0.01%	610

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Cherry Tree Wealth Management's LUMN Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Lumen (LUMN) position steady in Q1 2026 at 67 shares worth $466. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Cherry Tree Wealth Management first reported a position in LUMN in Q2 2023 and has held it in 12 quarters since. The position peaked at $521 in Q4 2025. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

Cherry Tree Wealth Management held 67 shares of Lumen worth $466 as of Q1 2026.
Cherry Tree Wealth Management left its Lumen share count unchanged in Q1 2026.
Lumen made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #563 holding.
Cherry Tree Wealth Management first reported a position in Lumen in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Lumen position peaked at $521 in Q4 2025.
592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.