Corient Private Wealth
LUMN icon

Corient Private Wealth’s Lumen LUMN Stock Holding History

Corient Private Wealth’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 		$401K Buy
52,222
+384
+0.7% +$3.37K ﹤0.01% 2377
2026
Q1 		$360K Sell
51,838
-76,776
-60% -$581K ﹤0.01% 2224
2025
Q4 		$883K Buy
128,614
+73,539
+134% +$605K ﹤0.01% 1952
2025
Q3 		$337K Buy
55,075
+22,664
+70% +$109K ﹤0.01% 2055
2025
Q2 		$142K Sell
32,411
-4,882
-13% -$18.9K ﹤0.01% 2286
2025
Q1 		$146K Buy
37,293
+695
+2% +$3.46K ﹤0.01% 2120
2024
Q4 		$194K Sell
36,598
-11,182
-23% -$77.2K ﹤0.01% 2127
2024
Q3 		$339K Buy
+47,780
New +$204K ﹤0.01% 1957
2024
Q2 		– Sell
-46,205
Closed -$72.1K – 2357
2024
Q1 		$72.1K Sell
46,205
-44,641
-49% -$69.8K ﹤0.01% 2212
2023
Q4 		$166K Buy
90,846
+26,998
+42% +$38.3K ﹤0.01% 2103
2023
Q3 		$90.7K Sell
63,848
-134,513
-68% -$228K ﹤0.01% 2034
2023
Q2 		$448K Sell
198,361
-111,531
-36% -$246K ﹤0.01% 1503
2023
Q1 		$821K Buy
309,892
+204,452
+194% +$825K ﹤0.01% 1171
2022
Q4 		$557K Buy
+105,440
New +$648K ﹤0.01% 1107

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

Corient Private Wealth's LUMN Position: Q2 2026 in Review

Corient Private Wealth increased its Lumen (LUMN) stake by 0.74% in Q2 2026, buying an estimated $3.37K and bringing the position to 52,222 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #2377.

Corient Private Wealth first reported a position in LUMN in Q4 2022 and has held it in 14 quarters since. The position peaked at $883K in Q4 2025. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Corient Private Wealth held 52,222 shares of Lumen worth $401K as of Q2 2026.
  • Corient Private Wealth bought 384 Lumen shares in Q2 2026, an estimated $3.37K.
  • Lumen made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2377 holding.
  • Corient Private Wealth first reported a position in Lumen in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Lumen position peaked at $883K in Q4 2025.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.