Golden State Wealth Management’s Lumen LUMN Stock Holding History

Golden State 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	$1.85K	Hold	241	–	–	﹤0.01%	1396
2026 Q1	$1.68K	Hold	241	–	–	﹤0.01%	1373
2025 Q4	$1.87K	Hold	241	–	–	﹤0.01%	1403
2025 Q3	$1.48K	Hold	241	–	–	﹤0.01%	1446
2025 Q2	$1.06K	Hold	241	–	–	﹤0.01%	1428
2025 Q1	$945	Sell	241 -16	-6%	-$80	﹤0.01%	1430
2024 Q4	$1.36K	Buy	+257	New	+$1.77K	﹤0.01%	1311
2020 Q2	–	Sell	-264	Closed	-$2K	–	646
2020 Q1	$2K	Buy	+264	New	+$3.3K	﹤0.01%	866
2019 Q4	–	Sell	-264	Closed	-$3K	–	567
2019 Q3	$3K	Hold	264	–	–	﹤0.01%	929
2019 Q2	$3K	Sell	264 -59	-18%	-$664	﹤0.01%	943
2019 Q1	$4K	Buy	+323	New	+$4.49K	﹤0.01%	945

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

Golden State Wealth Management's LUMN Position: Q2 2026 in Review

Golden State Wealth Management held its Lumen (LUMN) position steady in Q2 2026 at 241 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Golden State Wealth Management first reported a position in LUMN in Q1 2019 and has held it in 11 quarters since. The position peaked at $4K in Q1 2019. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Golden State Wealth Management held 241 shares of Lumen worth $1.85K as of Q2 2026.
Golden State Wealth Management left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1396 holding.
Golden State Wealth Management first reported a position in Lumen in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Lumen position peaked at $4K in Q1 2019.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.