Financial Management Professionals’s Lumen LUMN Stock Holding History

Financial Management Professionals’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	$1.79K	Hold	233	–	–	﹤0.01%	808
2026 Q1	$1.62K	Hold	233	–	–	﹤0.01%	758
2025 Q4	$1.81K	Sell	233 -247	-51%	-$2.03K	﹤0.01%	738
2025 Q3	$2.94K	Hold	480	–	–	﹤0.01%	660
2025 Q2	$2.1K	Hold	480	–	–	﹤0.01%	743
2025 Q1	$1.88K	Hold	480	–	–	﹤0.01%	746
2024 Q4	$2.55K	Hold	480	–	–	﹤0.01%	702
2024 Q3	$3K	Hold	480	–	–	﹤0.01%	698
2024 Q2	$1K	Hold	480	–	–	﹤0.01%	806
2024 Q1	$1K	Hold	480	–	–	﹤0.01%	868
2023 Q4	$1K	Hold	480	–	–	﹤0.01%	859
2023 Q3	$1K	Hold	480	–	–	﹤0.01%	805
2023 Q2	$1K	Sell	480 -41	-8%	-$90	﹤0.01%	844
2023 Q1	$1K	Buy	521 +474	+1,009%	+$1.91K	﹤0.01%	908
2022 Q4	$0	Hold	47	–	–	﹤0.01%	1015
2022 Q3	$0	Hold	47	–	–	﹤0.01%	1035
2022 Q2	$1K	Hold	47	–	–	﹤0.01%	845
2022 Q1	$1K	Hold	47	–	–	﹤0.01%	908
2021 Q4	$1K	Hold	47	–	–	﹤0.01%	851
2021 Q3	$1K	Hold	47	–	–	﹤0.01%	833
2021 Q2	$1K	Hold	47	–	–	﹤0.01%	795
2021 Q1	$1K	Hold	47	–	–	﹤0.01%	627
2020 Q4	$0	Hold	47	–	–	﹤0.01%	654
2020 Q3	$0	Hold	47	–	–	﹤0.01%	619
2020 Q2	$0	Hold	47	–	–	﹤0.01%	614
2020 Q1	$0	Hold	47	–	–	﹤0.01%	337
2019 Q4	$1K	Hold	47	–	–	﹤0.01%	308
2019 Q3	$1K	Hold	47	–	–	﹤0.01%	280
2019 Q2	$1K	Hold	47	–	–	﹤0.01%	301
2019 Q1	$1K	Hold	47	–	–	﹤0.01%	262
2018 Q4	$1K	Hold	47	–	–	﹤0.01%	255
2018 Q3	$1K	Hold	47	–	–	﹤0.01%	272
2018 Q2	$1K	Hold	47	–	–	﹤0.01%	265
2018 Q1	$1K	Hold	47	–	–	﹤0.01%	272
2017 Q4	$0	Buy	47 +41	+683%	+$695	﹤0.01%	245
2017 Q3	$0	Hold	6	–	–	﹤0.01%	254
2017 Q2	$0	Hold	6	–	–	﹤0.01%	275
2017 Q1	$0	Hold	6	–	–	﹤0.01%	296
2016 Q4	$0	Sell	6 -135	-96%	-$3.43K	﹤0.01%	300
2016 Q3	$3K	Hold	141	–	–	﹤0.01%	252
2016 Q2	$4K	Buy	141 +135	+2,250%	+$3.93K	﹤0.01%	327
2016 Q1	$0	Hold	6	–	–	﹤0.01%	258
2015 Q4	$0	Hold	6	–	–	﹤0.01%	255
2015 Q3	$0	Hold	6	–	–	﹤0.01%	278
2015 Q2	$0	Hold	6	–	–	﹤0.01%	275
2015 Q1	$0	Hold	6	–	–	﹤0.01%	291
2014 Q4	$0	Hold	6	–	–	﹤0.01%	296
2014 Q3	$0	Hold	6	–	–	﹤0.01%	256
2014 Q2	$0	Hold	6	–	–	﹤0.01%	255
2014 Q1	$0	Hold	6	–	–	﹤0.01%	254
2013 Q4	$0	Hold	6	–	–	﹤0.01%	265
2013 Q3	$0	Hold	6	–	–	﹤0.01%	266
2013 Q2	$0	Buy	+6	New	+$218	﹤0.01%	254

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 Management Professionals's LUMN Position: Q2 2026 in Review

Financial Management Professionals held its Lumen (LUMN) position steady in Q2 2026 at 233 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Financial Management Professionals first reported a position in LUMN in Q2 2013 and has held it in 53 quarters since. The position peaked at $4K in Q2 2016. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Financial Management Professionals held 233 shares of Lumen worth $1.79K as of Q2 2026.
Financial Management Professionals left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #808 holding.
Financial Management Professionals first reported a position in Lumen in Q2 2013 and has held it in 53 quarters since.
Financial Management Professionals's Lumen position peaked at $4K in Q2 2016.
620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.