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HB Wealth Management’s Lumen LUMN Stock Holding History

HB 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 		$119K Buy
15,472
+2,114
+16% +$18.5K ﹤0.01% 1651
2026
Q1 		$92.8K Buy
+13,358
New +$101K ﹤0.01% 1507
2025
Q2 		– Sell
-13,715
Closed -$53.8K – 1244
2025
Q1 		$53.8K Buy
13,715
+2,619
+24% +$13.1K ﹤0.01% 1193
2024
Q4 		$58.9K Buy
+11,096
New +$76.6K ﹤0.01% 1044
2023
Q4 		– Sell
-13,323
Closed -$18.9K – 812
2023
Q3 		$18.9K Buy
+13,323
New +$22.6K ﹤0.01% 757

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

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

HB Wealth Management increased its Lumen (LUMN) stake by 16% in Q2 2026, buying an estimated $18.5K and bringing the position to 15,472 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

HB Wealth Management first reported a position in LUMN in Q3 2023 and has held it in 5 quarters since. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • HB Wealth Management held 15,472 shares of Lumen worth $119K as of Q2 2026.
  • HB Wealth Management bought 2,114 Lumen shares in Q2 2026, an estimated $18.5K.
  • Lumen made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1651 holding.
  • HB Wealth Management first reported a position in Lumen in Q3 2023 and has held it in 5 quarters since.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.