Deseret Mutual Benefit Administrators’s Lumen LUMN Stock Holding History

Deseret Mutual Benefit Administrators’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	$412K	Sell	53,617 -6,703	-11%	-$58.8K	0.13%	119
2026 Q1	$419K	Buy	60,320 +31,476	+109%	+$238K	0.14%	121
2025 Q4	$224K	Buy	28,844 +6,298	+28%	+$51.8K	0.1%	126
2025 Q3	$138K	Buy	22,546 +5,843	+35%	+$28K	0.06%	189
2025 Q2	$73.2K	Hold	16,703	–	–	0.03%	242
2025 Q1	$65.5K	Buy	16,703 +7,688	+85%	+$38.3K	0.03%	261
2024 Q4	$47.9K	Hold	9,015	–	–	0.02%	295
2024 Q3	$64K	Sell	9,015 -3,301	-27%	-$14.1K	0.03%	272
2024 Q2	$13.5K	Hold	12,316	–	–	0.01%	449
2024 Q1	$19.2K	Hold	12,316	–	–	0.01%	432
2023 Q4	$22.5K	Sell	12,316 -2,576	-17%	-$3.65K	0.01%	404
2023 Q3	$21.1K	Hold	14,892	–	–	0.01%	434
2023 Q2	$33.7K	Buy	14,892 +4,424	+42%	+$9.74K	0.01%	374
2023 Q1	$27.7K	Hold	10,468	–	–	0.01%	399
2022 Q4	$54.6K	Sell	10,468 -5,191	-33%	-$31.9K	0.02%	288
2022 Q3	$114K	Sell	15,659 -3,248	-17%	-$33K	0.03%	271
2022 Q2	$206K	Hold	18,907	–	–	0.05%	224
2022 Q1	$213K	Sell	18,907 -1,939	-9%	-$22.2K	0.04%	237
2021 Q4	$262K	Sell	20,846 -1,000	-5%	-$12.7K	0.04%	228
2021 Q3	$271K	Sell	21,846 -7,071	-24%	-$88.6K	0.05%	216
2021 Q2	$393K	Buy	+28,917	New	+$399K	0.1%	114

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

Deseret Mutual Benefit Administrators's LUMN Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its Lumen (LUMN) stake by 11% in Q2 2026, selling an estimated $58.8K and leaving 53,617 shares worth $412K. The position accounts for 0.13% of the portfolio, ranked #119.

Deseret Mutual Benefit Administrators first reported a position in LUMN in Q2 2021 and has held it in 21 quarters since. The position peaked at $419K in Q1 2026. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Deseret Mutual Benefit Administrators held 53,617 shares of Lumen worth $412K as of Q2 2026.
Deseret Mutual Benefit Administrators sold 6,703 Lumen shares in Q2 2026, an estimated $58.8K.
Lumen made up 0.13% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #119 holding.
Deseret Mutual Benefit Administrators first reported a position in Lumen in Q2 2021 and has held it in 21 quarters since.
Deseret Mutual Benefit Administrators's Lumen position peaked at $419K in Q1 2026.
621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.