Financial Gravity Asset Management’s Lumen LUMN Stock Holding History

Financial Gravity Asset 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 Q1	$2.9K	Buy	+418	New	+$3.16K	﹤0.01%	694
2025 Q1	$1.64K	Buy	+418	New	+$2.08K	﹤0.01%	840
2021 Q3	–	Sell	-23	Closed	-$14K	–	985
2021 Q2	$14K	Buy	+23	New	+$317	0.01%	872
2019 Q4	–	Sell	-6	Closed	–	–	1581
2019 Q3	$0	Sell	6 -4	-40%	-$48	﹤0.01%	1409
2019 Q2	$0	Sell	10 -52	-84%	-$585	﹤0.01%	1485
2019 Q1	$1K	Buy	+62	New	+$862	﹤0.01%	1136
2018 Q3	$32K	Buy	1,607 +1,189	+284%	+$24.9K	0.03%	416
2018 Q2	$9K	Buy	418 +146	+54%	+$2.65K	0.01%	592
2018 Q1	$5K	Buy	+272	New	+$4.72K	0.01%	734

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Financial Gravity Asset Management's LUMN Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Lumen (LUMN) in Q1 2026: 418 shares worth $2.9K. The stake represents ﹤0.01% of the portfolio and ranks #694 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in LUMN as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in LUMN in Q1 2018 and has held it in 9 quarters since. The position peaked at $32K in Q3 2018. 600 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

Financial Gravity Asset Management held 418 shares of Lumen worth $2.9K as of Q1 2026.
Lumen was a new Financial Gravity Asset Management position in Q1 2026.
Lumen made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #694 holding.
Financial Gravity Asset Management first reported a position in Lumen in Q1 2018 and has held it in 9 quarters since.
Financial Gravity Asset Management's Lumen position peaked at $32K in Q3 2018.
600 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.