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Family Legacy Financial Solutions’s Lumen LUMN Stock Holding History

Family Legacy Financial Solutions’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 		– Sell
-834
Closed -$586K – 66
2026
Q1 		$586K Hold
834
– – 0.47% 32
2025
Q4 		$291K Buy
834
+822
+6,850% +$6.77K 0.22% 44
2025
Q3 		$73 Hold
12
– – ﹤0.01% 254
2025
Q2 		$52 Buy
+12
New +$47 ﹤0.01% 242

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

Family Legacy Financial Solutions's LUMN Position: Q2 2026 in Review

Family Legacy Financial Solutions sold out of Lumen (LUMN) in Q2 2026, closing a stake of 834 shares — an estimated $586K sold.

Family Legacy Financial Solutions first reported a position in LUMN in Q2 2025 and held it in 4 quarters. The position peaked at $586K in Q1 2026. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Family Legacy Financial Solutions reported no remaining Lumen position as of Q2 2026 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 834 Lumen shares in Q2 2026, an estimated $586K.
  • Family Legacy Financial Solutions first reported a position in Lumen in Q2 2025 and held it in 4 quarters.
  • Family Legacy Financial Solutions's Lumen position peaked at $586K in Q1 2026.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.