HWP
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Highline Wealth Partners’s Lumen LUMN Stock Holding History

Highline Wealth 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 		$154K Buy
+20,000
New +$175K 0.03% 131
2023
Q4 		– Sell
-493
Closed -$700 – 427
2023
Q3 		$700 Buy
+493
New +$835 ﹤0.01% 333

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

Highline Wealth Partners's LUMN Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in Lumen (LUMN) in Q2 2026: 20,000 shares worth $154K. The stake represents 0.03% of the portfolio and ranks #131 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in LUMN as recently as Q3 2023.

Highline Wealth Partners first reported a position in LUMN in Q3 2023 and has held it in 2 quarters since. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Highline Wealth Partners held 20,000 shares of Lumen worth $154K as of Q2 2026.
  • Lumen was a new Highline Wealth Partners position in Q2 2026.
  • Lumen made up 0.03% of Highline Wealth Partners's portfolio in Q2 2026, its #131 holding.
  • Highline Wealth Partners first reported a position in Lumen in Q3 2023 and has held it in 2 quarters since.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.