IFS Advisors’s Lumen LUMN Stock Holding History

IFS Advisors’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 Q1	$180	Hold	26	–	–	﹤0.01%	210
2025 Q4	$202	Hold	26	–	–	﹤0.01%	188
2025 Q3	$159	Hold	26	–	–	﹤0.01%	172
2025 Q2	$113	Hold	26	–	–	﹤0.01%	165
2025 Q1	$101	Hold	26	–	–	﹤0.01%	195
2024 Q4	$138	Hold	26	–	–	﹤0.01%	183
2024 Q3	$184	Hold	26	–	–	﹤0.01%	151
2024 Q2	$28	Hold	26	–	–	﹤0.01%	155
2024 Q1	$40	Hold	26	–	–	﹤0.01%	152
2023 Q4	$47	Hold	26	–	–	﹤0.01%	145
2023 Q3	$36	Hold	26	–	–	﹤0.01%	145
2023 Q2	$58	Hold	26	–	–	﹤0.01%	148
2023 Q1	$68	Hold	26	–	–	﹤0.01%	123
2022 Q4	$135	Hold	26	–	–	﹤0.01%	127
2022 Q3	$0	Hold	26	–	–	﹤0.01%	118
2022 Q2	$0	Buy	+26	New	+$292	﹤0.01%	115

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

IFS Advisors's LUMN Position: Q1 2026 in Review

IFS Advisors held its Lumen (LUMN) position steady in Q1 2026 at 26 shares worth $180. The position accounts for ﹤0.01% of the portfolio, ranked #210.

IFS Advisors first reported a position in LUMN in Q2 2022 and has held it in 16 quarters since. The position peaked at $202 in Q4 2025. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

IFS Advisors held 26 shares of Lumen worth $180 as of Q1 2026.
IFS Advisors left its Lumen share count unchanged in Q1 2026.
Lumen made up ﹤0.01% of IFS Advisors's portfolio in Q1 2026, its #210 holding.
IFS Advisors first reported a position in Lumen in Q2 2022 and has held it in 16 quarters since.
IFS Advisors's Lumen position peaked at $202 in Q4 2025.
592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.