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Cornerstone Planning Group’s Lumen LUMN Stock Holding History

Cornerstone Planning 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 		$27 Hold
4
– – ﹤0.01% 1859
2026
Q1 		$37 Sell
4
-10
-71% -$76 ﹤0.01% 1811
2025
Q4 		$128 Hold
14
– – ﹤0.01% 1648
2025
Q3 		$145 Hold
14
– – ﹤0.01% 1624
2025
Q2 		$53 Hold
14
– – ﹤0.01% 1502
2025
Q1 		$46 Buy
14
+4
+40% +$20 ﹤0.01% 1523
2024
Q4 		$50 Hold
10
– – ﹤0.01% 1367
2024
Q3 		$66 Hold
10
– – ﹤0.01% 1266
2024
Q2 		$26 Hold
10
– – ﹤0.01% 1229
2024
Q1 		$14 Hold
10
– – ﹤0.01% 1081
2023
Q4 		$18 Hold
10
– – ﹤0.01% 941
2023
Q3 		$14 Hold
10
– – ﹤0.01% 1184
2023
Q2 		$23 Buy
+10
New +$22 ﹤0.01% 1563
2022
Q4 		$51 Buy
+10
New +$61 ﹤0.01% 1550

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

Cornerstone Planning Group's LUMN Position: Q2 2026 in Review

Cornerstone Planning Group held its Lumen (LUMN) position steady in Q2 2026 at 4 shares worth $27. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Cornerstone Planning Group first reported a position in LUMN in Q4 2022 and has held it in 14 quarters since. The position peaked at $145 in Q3 2025. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Cornerstone Planning Group held 4 shares of Lumen worth $27 as of Q2 2026.
  • Cornerstone Planning Group left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1859 holding.
  • Cornerstone Planning Group first reported a position in Lumen in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Lumen position peaked at $145 in Q3 2025.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.