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Financial Perspectives’s Lumen LUMN Stock Holding History

Financial Perspectives’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 		$19.2K Hold
2,494
– – ﹤0.01% 459
2026
Q1 		$17.3K Hold
2,494
– – ﹤0.01% 462
2025
Q4 		$19.4K Hold
2,494
– – 0.01% 438
2025
Q3 		$15.3K Hold
2,494
– – ﹤0.01% 464
2025
Q2 		$10.9K Hold
2,494
– – ﹤0.01% 499
2025
Q1 		$9.78K Hold
2,494
– – ﹤0.01% 501
2024
Q4 		$13.2K Hold
2,494
– – ﹤0.01% 472
2024
Q3 		$17.7K Hold
2,494
– – 0.01% 404
2024
Q2 		$2.74K Sell
2,494
-49
-2% -$62 ﹤0.01% 556
2024
Q1 		$3.97K Hold
2,543
– – ﹤0.01% 528
2023
Q4 		$4.65K Hold
2,543
– – ﹤0.01% 534
2023
Q3 		$3.61K Sell
2,543
-1,994
-44% -$3.38K ﹤0.01% 544
2023
Q2 		$10.3K Hold
4,537
– – ﹤0.01% 446
2023
Q1 		$12K Hold
4,537
– – 0.01% 429
2022
Q4 		$23.7K Sell
4,537
-1,180
-21% -$7.25K 0.01% 330
2022
Q3 		$41.6K Buy
5,717
+2,501
+78% +$25.4K 0.02% 258
2022
Q2 		$35.1K Buy
3,216
+907
+39% +$10.2K 0.02% 274
2022
Q1 		$26K Buy
2,309
+3
+0.1% +$34 0.01% 336
2021
Q4 		$28.9K Sell
2,306
-98
-4% -$1.25K 0.01% 312
2021
Q3 		$29.8K Buy
2,404
+2
+0.1% +$25 0.02% 301
2021
Q2 		$32.6K Sell
2,402
-101
-4% -$1.39K 0.02% 309
2021
Q1 		$33.4K Buy
2,503
+1,184
+90% +$14.7K 0.02% 291
2020
Q4 		$12.9K Buy
1,319
+4
+0.3% +$39 0.01% 380
2020
Q3 		$13.3K Buy
1,315
+5
+0.4% +$52 0.01% 340
2020
Q2 		$13.1K Buy
1,310
+4
+0.3% +$40 0.01% 326
2020
Q1 		$12.4K Buy
1,306
+5
+0.4% +$63 0.01% 300
2019
Q4 		$17.2K Buy
+1,301
New +$17.4K 0.01% 277

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

Financial Perspectives's LUMN Position: Q2 2026 in Review

Financial Perspectives held its Lumen (LUMN) position steady in Q2 2026 at 2,494 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Financial Perspectives first reported a position in LUMN in Q4 2019 and has held it in 27 quarters since. The position peaked at $41.6K in Q3 2022. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Financial Perspectives held 2,494 shares of Lumen worth $19.2K as of Q2 2026.
  • Financial Perspectives left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #459 holding.
  • Financial Perspectives first reported a position in Lumen in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Lumen position peaked at $41.6K in Q3 2022.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.