IAA
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Independent Advisor Alliance’s Lumen LUMN Stock Holding History

Independent Advisor Alliance’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 		$165K Sell
21,491
-2,714
-11% -$23.8K ﹤0.01% 997
2026
Q1 		$168K Sell
24,205
-891
-4% -$6.74K ﹤0.01% 1514
2025
Q4 		$195K Buy
25,096
+1,891
+8% +$15.6K ﹤0.01% 942
2025
Q3 		$142K Buy
23,205
+252
+1% +$1.21K ﹤0.01% 903
2025
Q2 		$101K Buy
22,953
+1,743
+8% +$6.75K ﹤0.01% 864
2025
Q1 		$83.1K Buy
+21,210
New +$106K ﹤0.01% 791
2023
Q2 		– Sell
-11,456
Closed -$30.4K – 690
2023
Q1 		$30.4K Buy
+11,456
New +$46.2K ﹤0.01% 651

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

Independent Advisor Alliance's LUMN Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Lumen (LUMN) stake by 11% in Q2 2026, selling an estimated $23.8K and leaving 21,491 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Independent Advisor Alliance first reported a position in LUMN in Q1 2023 and has held it in 7 quarters since. The position peaked at $195K in Q4 2025. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Independent Advisor Alliance held 21,491 shares of Lumen worth $165K as of Q2 2026.
  • Independent Advisor Alliance sold 2,714 Lumen shares in Q2 2026, an estimated $23.8K.
  • Lumen made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #997 holding.
  • Independent Advisor Alliance first reported a position in Lumen in Q1 2023 and has held it in 7 quarters since.
  • Independent Advisor Alliance's Lumen position peaked at $195K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.