Cornerstone Planning Group’s Lumen Technologies, Inc. Common Stock 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 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

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

Cornerstone Planning Group held its Lumen Technologies, Inc. Common Stock (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. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Cornerstone Planning Group held 4 shares of Lumen Technologies, Inc. Common Stock worth $27 as of Q2 2026.
Cornerstone Planning Group left its Lumen Technologies, Inc. Common Stock share count unchanged in Q2 2026.
Lumen Technologies, Inc. Common Stock 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 Technologies, Inc. Common Stock in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Lumen Technologies, Inc. Common Stock position peaked at $145 in Q3 2025.
624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

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