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Garton & Associates Financial Advisors’s Lumen LUMN Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-12
Closed -$96 – 444
2025
Q4 		$96 Buy
+12
New +$99 ﹤0.01% 1162

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Garton & Associates Financial Advisors's LUMN Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Lumen (LUMN) in Q1 2026, closing a stake of 12 shares — an estimated $96 sold.

Garton & Associates Financial Advisors first reported a position in LUMN in Q4 2025 and held it in 1 quarter. The position peaked at $96 in Q4 2025. 599 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Lumen position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 12 Lumen shares in Q1 2026, an estimated $96.
  • Garton & Associates Financial Advisors first reported a position in Lumen in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Lumen position peaked at $96 in Q4 2025.
  • 599 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.