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Gilpin Wealth Management’s Lumen LUMN Stock Holding History

Gilpin Wealth Management’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 		$1.06K Sell
138
-7
-5% -$61 ﹤0.01% 502
2026
Q1 		$1.01K Buy
145
+70
+93% +$530 ﹤0.01% 479
2025
Q4 		$583 Buy
+75
New +$617 ﹤0.01% 438

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

Gilpin Wealth Management's LUMN Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Lumen (LUMN) stake by 4.8% in Q2 2026, selling an estimated $61 and leaving 138 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Gilpin Wealth Management first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Gilpin Wealth Management held 138 shares of Lumen worth $1.06K as of Q2 2026.
  • Gilpin Wealth Management sold 7 Lumen shares in Q2 2026, an estimated $61.
  • Lumen made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #502 holding.
  • Gilpin Wealth Management first reported a position in Lumen in Q4 2025 and has held it in 3 quarters since.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.