IAG Wealth Partners’s Lumen LUMN Stock Holding History

IAG 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	$499	Hold	65	–	–	﹤0.01%	499
2026 Q1	$452	Hold	65	–	–	﹤0.01%	501
2025 Q4	$505	Sell	65 -2	-3%	-$16	﹤0.01%	479
2025 Q3	$410	Hold	67	–	–	﹤0.01%	505
2025 Q2	$294	Hold	67	–	–	﹤0.01%	486
2025 Q1	$263	Hold	67	–	–	﹤0.01%	489
2024 Q4	$356	Buy	67 +41	+158%	+$283	﹤0.01%	497
2024 Q3	$184	Hold	26	–	–	﹤0.01%	483
2024 Q2	$28	Buy	26 +24	+1,200%	+$30	﹤0.01%	498
2024 Q1	$3	Hold	2	–	–	﹤0.01%	446
2023 Q4	$4	Hold	2	–	–	﹤0.01%	424
2023 Q3	$3	Hold	2	–	–	﹤0.01%	448
2023 Q2	$5	Hold	2	–	–	﹤0.01%	452
2023 Q1	$5	Buy	+2	New	+$8	﹤0.01%	450
2021 Q3	–	Sell	-552	Closed	-$8K	–	396
2021 Q2	$8K	Sell	552 -700	-56%	-$9.66K	﹤0.01%	284
2021 Q1	$17K	Hold	1,252	–	–	0.01%	201
2020 Q4	$13K	Buy	1,252 +552	+79%	+$5.45K	0.01%	214
2020 Q3	$8K	Hold	700	–	–	﹤0.01%	249
2020 Q2	$8K	Hold	700	–	–	﹤0.01%	252
2020 Q1	$7K	Hold	700	–	–	﹤0.01%	244
2019 Q4	$10K	Buy	+700	New	+$9.39K	0.01%	255

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

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

IAG Wealth Partners held its Lumen (LUMN) position steady in Q2 2026 at 65 shares worth $499. The position accounts for ﹤0.01% of the portfolio, ranked #499.

IAG Wealth Partners first reported a position in LUMN in Q4 2019 and has held it in 21 quarters since. The position peaked at $17K in Q1 2021. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

IAG Wealth Partners held 65 shares of Lumen worth $499 as of Q2 2026.
IAG Wealth Partners left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #499 holding.
IAG Wealth Partners first reported a position in Lumen in Q4 2019 and has held it in 21 quarters since.
IAG Wealth Partners's Lumen position peaked at $17K in Q1 2021.
620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.