Financial Consulate’s Lumen LUMN Stock Holding History

Financial Consulate’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	$361	Hold	47	–	–	﹤0.01%	1379
2026 Q1	$327	Hold	47	–	–	﹤0.01%	1329
2025 Q4	$366	Buy	+47	New	+$387	﹤0.01%	1251

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

Financial Consulate's LUMN Position: Q2 2026 in Review

Financial Consulate held its Lumen (LUMN) position steady in Q2 2026 at 47 shares worth $361. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Financial Consulate first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $366 in Q4 2025. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Financial Consulate held 47 shares of Lumen worth $361 as of Q2 2026.
Financial Consulate left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1379 holding.
Financial Consulate first reported a position in Lumen in Q4 2025 and has held it in 3 quarters since.
Financial Consulate's Lumen position peaked at $366 in Q4 2025.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.