GHP Investment Advisors’s Lumen LUMN Stock Holding History

GHP Investment 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	–	Sell	-32	Closed	-$223	–	1432
2026 Q1	$223	Hold	32	–	–	﹤0.01%	1198
2025 Q4	$249	Buy	+32	New	+$263	﹤0.01%	952
2024 Q3	–	Sell	-5,085	Closed	-$5.59K	–	1039
2024 Q2	$5.59K	Hold	5,085	–	–	﹤0.01%	768
2024 Q1	$7.93K	Hold	5,085	–	–	﹤0.01%	670
2023 Q4	$9.31K	Hold	5,085	–	–	﹤0.01%	655
2023 Q3	$6.71K	Buy	5,085 +5,016	+7,270%	+$8.49K	﹤0.01%	747
2023 Q2	$128	Hold	69	–	–	﹤0.01%	908
2023 Q1	$182	Hold	69	–	–	﹤0.01%	900
2022 Q4	$358	Hold	69	–	–	﹤0.01%	899
2022 Q3	$0	Sell	69 -1,039	-94%	-$10.6K	﹤0.01%	944
2022 Q2	$12K	Buy	1,108 +1,061	+2,257%	+$11.9K	﹤0.01%	649
2022 Q1	$1K	Buy	+47	New	+$538	﹤0.01%	917

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GHP Investment Advisors's LUMN Position: Q2 2026 in Review

GHP Investment Advisors sold out of Lumen (LUMN) in Q2 2026, closing a stake of 32 shares — an estimated $223 sold.

GHP Investment Advisors first reported a position in LUMN in Q1 2022 and held it in 12 quarters. The position peaked at $12K in Q2 2022. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

GHP Investment Advisors reported no remaining Lumen position as of Q2 2026 after selling out during the quarter.
GHP Investment Advisors sold 32 Lumen shares in Q2 2026, an estimated $223.
GHP Investment Advisors first reported a position in Lumen in Q1 2022 and held it in 12 quarters.
GHP Investment Advisors's Lumen position peaked at $12K in Q2 2022.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.