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Fortis Group Advisors’s Lumen LUMN Stock Holding History

Fortis Group Advisors’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 		$123 Hold
16
– – ﹤0.01% 600
2026
Q1 		$111 Hold
16
– – ﹤0.01% 567
2025
Q4 		$124 Hold
16
– – ﹤0.01% 561
2025
Q3 		$98 Hold
16
– – ﹤0.01% 518
2025
Q2 		$70 Hold
16
– – ﹤0.01% 513
2025
Q1 		$63 Hold
16
– – ﹤0.01% 484
2024
Q4 		$85 Hold
16
– – ﹤0.01% 491
2024
Q3 		$114 Hold
16
– – ﹤0.01% 481
2024
Q2 		$18 Hold
16
– – ﹤0.01% 498
2024
Q1 		$25 Sell
16
-16
-50% -$25 ﹤0.01% 509
2023
Q4 		$58 Buy
32
+16
+100% +$23 ﹤0.01% 450
2023
Q3 		$23 Buy
+16
New +$27 ﹤0.01% 449
2020
Q3 		$0 Buy
+16
New +$166 ﹤0.01% 466

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

Fortis Group Advisors's LUMN Position: Q2 2026 in Review

Fortis Group Advisors held its Lumen (LUMN) position steady in Q2 2026 at 16 shares worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Fortis Group Advisors first reported a position in LUMN in Q3 2020 and has held it in 13 quarters since. The position peaked at $124 in Q4 2025. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Fortis Group Advisors held 16 shares of Lumen worth $123 as of Q2 2026.
  • Fortis Group Advisors left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #600 holding.
  • Fortis Group Advisors first reported a position in Lumen in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Lumen position peaked at $124 in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.