Creative Planning’s Lumen LUMN Stock Holding History

Creative Planning’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
2019 Q2	–	Sell	-1,000	Closed	-$1K	–	2074
2019 Q1	$1K	Buy	+1,000	New	+$13.9K	﹤0.01%	1961
2016 Q2	–	Sell	-1,000	Closed	-$2K	–	4444
2016 Q1	$2K	Buy	+1,000	New	+$28K	﹤0.01%	3964

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Creative Planning's LUMN Position: Q1 2026 in Review

Creative Planning reduced its Lumen (LUMN) stake by 13% in Q1 2026, selling an estimated $481K and leaving 421,622 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Creative Planning first reported a position in LUMN in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.77M in Q4 2025. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

Creative Planning held 421,622 shares of Lumen worth $2.93M as of Q1 2026.
Creative Planning sold 63,552 Lumen shares in Q1 2026, an estimated $481K.
Lumen made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1593 holding.
Creative Planning first reported a position in Lumen in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Lumen position peaked at $3.77M in Q4 2025.
592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.