CWIG
LUMN icon

Chung Wu Investment Group’s Lumen LUMN Stock Holding History

Chung Wu Investment Group’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 		– Sell
-500
Closed -$3.48K – 292
2026
Q1 		$3.48K Hold
500
– – ﹤0.01% 240
2025
Q4 		$3.88K Hold
500
– – ﹤0.01% 249
2025
Q3 		$3.06K Hold
500
– – ﹤0.01% 245
2025
Q2 		$2.19K Buy
+500
New +$1.94K ﹤0.01% 241

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

Chung Wu Investment Group's LUMN Position: Q2 2026 in Review

Chung Wu Investment Group sold out of Lumen (LUMN) in Q2 2026, closing a stake of 500 shares — an estimated $3.48K sold.

Chung Wu Investment Group first reported a position in LUMN in Q2 2025 and held it in 4 quarters. The position peaked at $3.88K in Q4 2025. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Chung Wu Investment Group reported no remaining Lumen position as of Q2 2026 after selling out during the quarter.
  • Chung Wu Investment Group sold 500 Lumen shares in Q2 2026, an estimated $3.48K.
  • Chung Wu Investment Group first reported a position in Lumen in Q2 2025 and held it in 4 quarters.
  • Chung Wu Investment Group's Lumen position peaked at $3.88K in Q4 2025.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.