HWM
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HighMark Wealth Management’s Lumen LUMN Stock Holding History

HighMark 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 		$192 Hold
25
– – ﹤0.01% 539
2026
Q1 		$173 Hold
25
– – ﹤0.01% 533
2025
Q4 		$194 Hold
25
– – ﹤0.01% 564
2025
Q3 		$153 Hold
25
– – ﹤0.01% 591
2025
Q2 		$110 Buy
+25
New +$97 ﹤0.01% 602
2024
Q4 		– Sell
-25
Closed -$178 – 599
2024
Q3 		$178 Buy
+25
New +$107 ﹤0.01% 568

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

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

HighMark Wealth Management held its Lumen (LUMN) position steady in Q2 2026 at 25 shares worth $192. The position accounts for ﹤0.01% of the portfolio, ranked #539.

HighMark Wealth Management first reported a position in LUMN in Q3 2024 and has held it in 6 quarters since. The position peaked at $194 in Q4 2025. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • HighMark Wealth Management held 25 shares of Lumen worth $192 as of Q2 2026.
  • HighMark Wealth Management left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #539 holding.
  • HighMark Wealth Management first reported a position in Lumen in Q3 2024 and has held it in 6 quarters since.
  • HighMark Wealth Management's Lumen position peaked at $194 in Q4 2025.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.