ECA
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Elevated Capital Advisors’s Lumen LUMN Stock Holding History

Elevated Capital Advisors’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 		$223 Hold
29
– – ﹤0.01% 833
2026
Q1 		$202 Sell
29
-7
-19% -$53 ﹤0.01% 829
2025
Q4 		$280 Buy
+36
New +$296 ﹤0.01% 799

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 $3.37T AUM 44.26% 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

Elevated Capital Advisors's LUMN Position: Q2 2026 in Review

Elevated Capital Advisors held its Lumen (LUMN) position steady in Q2 2026 at 29 shares worth $223. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Elevated Capital Advisors first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $280 in Q4 2025. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Elevated Capital Advisors held 29 shares of Lumen worth $223 as of Q2 2026.
  • Elevated Capital Advisors left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #833 holding.
  • Elevated Capital Advisors first reported a position in Lumen in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's Lumen position peaked at $280 in Q4 2025.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.