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Fortem Financial Group’s Lumen LUMN Stock Holding History

Fortem Financial Group’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 		$76.8K Sell
10,000
-3,150
-24% -$27.6K 0.02% 185
2026
Q1 		$91.4K Buy
13,150
+500
+4% +$3.78K 0.02% 170
2025
Q4 		$98.3K Buy
+12,650
New +$104K 0.03% 170

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

Fortem Financial Group's LUMN Position: Q2 2026 in Review

Fortem Financial Group reduced its Lumen (LUMN) stake by 24% in Q2 2026, selling an estimated $27.6K and leaving 10,000 shares worth $76.8K. The position accounts for 0.02% of the portfolio, ranked #185.

Fortem Financial Group first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $98.3K in Q4 2025. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Fortem Financial Group held 10,000 shares of Lumen worth $76.8K as of Q2 2026.
  • Fortem Financial Group sold 3,150 Lumen shares in Q2 2026, an estimated $27.6K.
  • Lumen made up 0.02% of Fortem Financial Group's portfolio in Q2 2026, its #185 holding.
  • Fortem Financial Group first reported a position in Lumen in Q4 2025 and has held it in 3 quarters since.
  • Fortem Financial Group's Lumen position peaked at $98.3K in Q4 2025.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.