Focus Partners Wealth
LUMN icon

Focus Partners Wealth’s Lumen LUMN Stock Holding History

Focus Partners Wealth’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 		$2.03M Sell
264,642
-22,792
-8% -$200K ﹤0.01% 1349
2026
Q1 		$2M Buy
287,434
+58,506
+26% +$443K ﹤0.01% 1312
2025
Q4 		$1.47M Buy
228,928
+35,914
+19% +$296K ﹤0.01% 1465
2025
Q3 		$1.18M Buy
193,014
+17,074
+10% +$81.9K ﹤0.01% 1217
2025
Q2 		$771K Sell
175,940
-919
-0.5% -$3.56K ﹤0.01% 1250
2025
Q1 		$693K Buy
176,859
+2,350
+1% +$11.7K ﹤0.01% 1201
2024
Q4 		$927K Buy
174,509
+157,443
+923% +$1.09M ﹤0.01% 1080
2024
Q3 		$121K Buy
+17,066
New +$72.9K ﹤0.01% 1505

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

Focus Partners Wealth's LUMN Position: Q2 2026 in Review

Focus Partners Wealth reduced its Lumen (LUMN) stake by 7.9% in Q2 2026, selling an estimated $200K and leaving 264,642 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Focus Partners Wealth first reported a position in LUMN in Q3 2024 and has held it in 8 quarters since. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Focus Partners Wealth held 264,642 shares of Lumen worth $2.03M as of Q2 2026.
  • Focus Partners Wealth sold 22,792 Lumen shares in Q2 2026, an estimated $200K.
  • Lumen made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1349 holding.
  • Focus Partners Wealth first reported a position in Lumen in Q3 2024 and has held it in 8 quarters since.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.