CWM
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Copia Wealth Management’s Lumen LUMN Stock Holding History

Copia 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
Q2 		$15 Buy
+2
New +$18 ﹤0.01% 565

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

Copia Wealth Management's LUMN Position: Q2 2026 in Review

Copia Wealth Management opened a new position in Lumen (LUMN) in Q2 2026: 2 shares worth $15. The stake represents ﹤0.01% of the portfolio and ranks #565 among its holdings.

620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Copia Wealth Management held 2 shares of Lumen worth $15 as of Q2 2026.
  • Lumen was a new Copia Wealth Management position in Q2 2026.
  • Lumen made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #565 holding.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.