Fifth Third Wealth Advisors’s Lumen LUMN Stock Holding History

Fifth Third Wealth 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	$246K	Buy	32,006 +131	+0.4%	+$1.15K	0.01%	820
2026 Q1	$222K	Buy	31,875 +1,393	+5%	+$10.5K	0.01%	752
2025 Q4	$237K	Buy	30,482 +75	+0.2%	+$617	0.01%	688
2025 Q3	$186K	Sell	30,407 -2	-0%	-$10	0.01%	755
2025 Q2	$133K	Sell	30,409 -130	-0.4%	-$504	0.01%	735
2025 Q1	$120K	Buy	30,539 +350	+1%	+$1.74K	0.01%	691
2024 Q4	$160K	Hold	30,189	–	–	0.01%	706
2024 Q3	$214K	Buy	30,189 +256	+0.9%	+$1.09K	0.01%	630
2024 Q2	$32.9K	Buy	+29,933	New	+$38K	﹤0.01%	664

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

Fifth Third Wealth Advisors's LUMN Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Lumen (LUMN) stake by 0.41% in Q2 2026, buying an estimated $1.15K and bringing the position to 32,006 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #820.

Fifth Third Wealth Advisors first reported a position in LUMN in Q2 2024 and has held it in 9 quarters since. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Fifth Third Wealth Advisors held 32,006 shares of Lumen worth $246K as of Q2 2026.
Fifth Third Wealth Advisors bought 131 Lumen shares in Q2 2026, an estimated $1.15K.
Lumen made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #820 holding.
Fifth Third Wealth Advisors first reported a position in Lumen in Q2 2024 and has held it in 9 quarters since.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.