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Golden State Equity Partners’s Lumen LUMN Stock Holding History

Golden State Equity Partners’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
-3,940
Closed -$27.4K – 1143
2026
Q1 		$27.4K Buy
+3,940
New +$29.8K ﹤0.01% 1020
2024
Q4 		– Sell
-29
Closed -$205 – 685
2024
Q3 		$205 Buy
+29
New +$124 ﹤0.01% 896

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

Golden State Equity Partners's LUMN Position: Q2 2026 in Review

Golden State Equity Partners sold out of Lumen (LUMN) in Q2 2026, closing a stake of 3,940 shares — an estimated $27.4K sold.

Golden State Equity Partners first reported a position in LUMN in Q3 2024 and held it in 2 quarters. The position peaked at $27.4K in Q1 2026. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Golden State Equity Partners reported no remaining Lumen position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 3,940 Lumen shares in Q2 2026, an estimated $27.4K.
  • Golden State Equity Partners first reported a position in Lumen in Q3 2024 and held it in 2 quarters.
  • Golden State Equity Partners's Lumen position peaked at $27.4K in Q1 2026.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.