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Dogwood Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Dogwood Wealth Management’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 		$1.59K Buy
207
+152
+276% +$1.33K ﹤0.01% 703
2026
Q1 		$382 Hold
55
– – ﹤0.01% 806
2025
Q4 		$427 Hold
55
– – ﹤0.01% 665
2025
Q3 		$337 Hold
55
– – ﹤0.01% 672
2025
Q2 		$249 Buy
55
+21
+62% +$81 ﹤0.01% 662
2025
Q1 		$133 Hold
34
– – ﹤0.01% 517
2024
Q4 		$181 Hold
34
– – ﹤0.01% 263
2024
Q3 		$241 Buy
+34
New +$145 ﹤0.01% 190

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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's LUMN Position: Q2 2026 in Review

Dogwood Wealth Management increased its Lumen Technologies, Inc. Common Stock (LUMN) stake by 276% in Q2 2026, buying an estimated $1.33K and bringing the position to 207 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Dogwood Wealth Management first reported a position in LUMN in Q3 2024 and has held it in 8 quarters since. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Dogwood Wealth Management held 207 shares of Lumen Technologies, Inc. Common Stock worth $1.59K as of Q2 2026.
  • Dogwood Wealth Management bought 152 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $1.33K.
  • Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #703 holding.
  • Dogwood Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2024 and has held it in 8 quarters since.
  • 624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.