First Command Advisory Services’s Lumen LUMN Stock Holding History

First Command Advisory Services’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	$674	Hold	97	–	–	﹤0.01%	1049
2025 Q4	$754	Buy	97 +62	+177%	+$510	﹤0.01%	741
2025 Q3	$214	Hold	35	–	–	﹤0.01%	613
2025 Q2	$153	Sell	35 -19	-35%	-$74	﹤0.01%	593
2025 Q1	$212	Buy	54 +35	+184%	+$174	﹤0.01%	610
2024 Q4	$101	Sell	19 -250	-93%	-$1.73K	﹤0.01%	435
2024 Q3	$1.91K	Buy	+269	New	+$1.15K	﹤0.01%	421
2023 Q4	–	Sell	-151	Closed	-$214	–	493
2023 Q3	$214	Buy	+151	New	+$256	﹤0.01%	457

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

First Command Advisory Services's LUMN Position: Q1 2026 in Review

First Command Advisory Services held its Lumen (LUMN) position steady in Q1 2026 at 97 shares worth $674. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

First Command Advisory Services first reported a position in LUMN in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.91K in Q3 2024. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

First Command Advisory Services held 97 shares of Lumen worth $674 as of Q1 2026.
First Command Advisory Services left its Lumen share count unchanged in Q1 2026.
Lumen made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #1049 holding.
First Command Advisory Services first reported a position in Lumen in Q3 2023 and has held it in 8 quarters since.
First Command Advisory Services's Lumen position peaked at $1.91K in Q3 2024.
592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.