GFA
LUMN icon

Godfrey Financial Associates’s Lumen LUMN Stock Holding History

Godfrey Financial Associates’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 		$1.14K Hold
148
– – ﹤0.01% 772
2026
Q1 		$1.03K Hold
148
– – ﹤0.01% 769
2025
Q4 		$1.15K Buy
+148
New +$1.22K ﹤0.01% 726

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 $3.38T AUM 44.17% 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

Godfrey Financial Associates's LUMN Position: Q2 2026 in Review

Godfrey Financial Associates held its Lumen (LUMN) position steady in Q2 2026 at 148 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Godfrey Financial Associates first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.15K in Q4 2025. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Godfrey Financial Associates held 148 shares of Lumen worth $1.14K as of Q2 2026.
  • Godfrey Financial Associates left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #772 holding.
  • Godfrey Financial Associates first reported a position in Lumen in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Lumen position peaked at $1.15K in Q4 2025.
  • 624 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.