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
2026 Q2	$6.3K	Buy	+2,000	New	+$17.5K	﹤0.01%	4244
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Creative Planning's LUMN Position: Q2 2026 in Review

Creative Planning increased its Lumen (LUMN) stake by 22% in Q2 2026, buying an estimated $812K and bringing the position to 514,177 shares worth $3.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Creative Planning first reported a position in LUMN in Q2 2013 and has held it in 53 quarters since. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Creative Planning held 514,177 shares of Lumen worth $3.95M as of Q2 2026.
Creative Planning bought 92,555 Lumen shares in Q2 2026, an estimated $812K.
Lumen made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1582 holding.
Creative Planning first reported a position in Lumen in Q2 2013 and has held it in 53 quarters since.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.