GFA
LUMN icon

Gallagher Fiduciary Advisors’s Lumen LUMN Stock Holding History

Gallagher Fiduciary 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 		$348K Sell
45,260
-751
-2% -$6.58K 0.01% 273
2026
Q1 		$320K Sell
46,011
-22,119
-32% -$167K 0.01% 261
2025
Q4 		$529K Buy
68,130
+4,928
+8% +$40.6K 0.02% 172
2025
Q3 		$387K Buy
63,202
+520
+0.8% +$2.5K 0.01% 216
2025
Q2 		$275K Buy
62,682
+11,373
+22% +$44.1K 0.01% 266
2025
Q1 		$201K Sell
51,309
-83,167
-62% -$414K 0.01% 289
2024
Q4 		$714K Buy
134,476
+17,869
+15% +$123K 0.14% 104
2024
Q3 		$828K Buy
116,607
+41,145
+55% +$176K 0.17% 66
2024
Q2 		$83K Buy
75,462
+39,211
+108% +$49.7K 0.02% 253
2024
Q1 		$56.6K Buy
+36,251
New +$56.6K ﹤0.01% 199

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

Gallagher Fiduciary Advisors's LUMN Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Lumen (LUMN) stake by 1.6% in Q2 2026, selling an estimated $6.58K and leaving 45,260 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #273.

Gallagher Fiduciary Advisors first reported a position in LUMN in Q1 2024 and has held it in 10 quarters since. The position peaked at $828K in Q3 2024. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Gallagher Fiduciary Advisors held 45,260 shares of Lumen worth $348K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 751 Lumen shares in Q2 2026, an estimated $6.58K.
  • Lumen made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #273 holding.
  • Gallagher Fiduciary Advisors first reported a position in Lumen in Q1 2024 and has held it in 10 quarters since.
  • Gallagher Fiduciary Advisors's Lumen position peaked at $828K in Q3 2024.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.