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ESL Trust Services’s Lumen LUMN Stock Holding History

ESL Trust Services’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 		$445 Hold
58
– – ﹤0.01% 262
2026
Q1 		$403 Hold
58
– – ﹤0.01% 253
2025
Q4 		$451 Hold
58
– – ﹤0.01% 253
2025
Q3 		$355 Hold
58
– – ﹤0.01% 302
2025
Q2 		$254 Hold
58
– – ﹤0.01% 217
2025
Q1 		$227 Hold
58
– – ﹤0.01% 310
2024
Q4 		$308 Buy
+58
New +$400 ﹤0.01% 329

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

ESL Trust Services's LUMN Position: Q2 2026 in Review

ESL Trust Services held its Lumen (LUMN) position steady in Q2 2026 at 58 shares worth $445. The position accounts for ﹤0.01% of the portfolio, ranked #262.

ESL Trust Services first reported a position in LUMN in Q4 2024 and has held it in 7 quarters since. The position peaked at $451 in Q4 2025. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • ESL Trust Services held 58 shares of Lumen worth $445 as of Q2 2026.
  • ESL Trust Services left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of ESL Trust Services's portfolio in Q2 2026, its #262 holding.
  • ESL Trust Services first reported a position in Lumen in Q4 2024 and has held it in 7 quarters since.
  • ESL Trust Services's Lumen position peaked at $451 in Q4 2025.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.