Evermay Wealth Management’s Lumen LUMN Stock Holding History

Evermay 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	$2.04K	Buy	266 +33	+14%	+$289	﹤0.01%	594
2026 Q1	$1.62K	Hold	233	–	–	﹤0.01%	553
2025 Q4	$1.81K	Hold	233	–	–	﹤0.01%	518
2025 Q3	$1.43K	Hold	233	–	–	﹤0.01%	506
2025 Q2	$1.02K	Hold	233	–	–	﹤0.01%	521
2025 Q1	$914	Buy	+233	New	+$1.16K	﹤0.01%	535
2021 Q3	–	Sell	-12	Closed	–	–	499
2021 Q2	$0	Buy	+12	New	+$166	﹤0.01%	509

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

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

Evermay Wealth Management increased its Lumen (LUMN) stake by 14% in Q2 2026, buying an estimated $289 and bringing the position to 266 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Evermay Wealth Management first reported a position in LUMN in Q2 2021 and has held it in 7 quarters since. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Evermay Wealth Management held 266 shares of Lumen worth $2.04K as of Q2 2026.
Evermay Wealth Management bought 33 Lumen shares in Q2 2026, an estimated $289.
Lumen made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #594 holding.
Evermay Wealth Management first reported a position in Lumen in Q2 2021 and has held it in 7 quarters since.
621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.