Clearstead Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Clearstead 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	$324	Buy	+42	New	+$368	﹤0.01%	3052
2026 Q1	–	Sell	-1,247	Closed	-$9.69K	–	2597
2025 Q4	$9.69K	Sell	1,247 -1,928	-61%	-$15.9K	﹤0.01%	1887
2025 Q3	$19.4K	Sell	3,175 -652	-17%	-$3.13K	﹤0.01%	1655
2025 Q2	$16.8K	Buy	+3,827	New	+$14.8K	﹤0.01%	1696
2025 Q1	–	Sell	-21	Closed	-$112	–	2266
2024 Q4	$112	Buy	+21	New	+$145	﹤0.01%	2045
2024 Q3	–	Sell	-87	Closed	-$96	–	2081
2024 Q2	$96	Buy	+87	New	+$110	﹤0.01%	1987
2023 Q4	–	Sell	-28	Closed	-$40	–	1576
2023 Q3	$40	Hold	28	–	–	﹤0.01%	1464
2023 Q2	$64	Sell	28 -367	-93%	-$808	﹤0.01%	1357
2023 Q1	$1.05K	Buy	+395	New	+$1.59K	﹤0.01%	1235
2022 Q4	–	Sell	-352	Closed	-$3K	–	1351
2022 Q3	$3K	Sell	352 -289	-45%	-$2.94K	﹤0.01%	1039
2022 Q2	$7K	Buy	+641	New	+$7.19K	﹤0.01%	967
2021 Q4	–	Sell	-437	Closed	-$5K	–	1368
2021 Q3	$5K	Buy	+437	New	+$5.48K	﹤0.01%	1026
2021 Q1	–	Sell	-500	Closed	-$5K	–	1155
2020 Q4	$5K	Buy	+500	New	+$4.93K	﹤0.01%	800
2020 Q3	–	Sell	-125	Closed	-$1K	–	911
2020 Q2	$1K	Buy	+125	New	+$1.25K	﹤0.01%	764

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

Clearstead Advisors's LUMN Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2026: 42 shares worth $324. The stake represents ﹤0.01% of the portfolio and ranks #3052 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in LUMN as recently as Q4 2025.

Clearstead Advisors first reported a position in LUMN in Q2 2020 and has held it in 14 quarters since. The position peaked at $19.4K in Q3 2025. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Clearstead Advisors held 42 shares of Lumen Technologies, Inc. Common Stock worth $324 as of Q2 2026.
Lumen Technologies, Inc. Common Stock was a new Clearstead Advisors position in Q2 2026.
Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3052 holding.
Clearstead Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2020 and has held it in 14 quarters since.
Clearstead Advisors's Lumen Technologies, Inc. Common Stock position peaked at $19.4K in Q3 2025.
624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.