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Jackson Grant Investment Advisers’s Lumen LUMN Stock Holding History

Jackson Grant Investment Advisers’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 		$899 Hold
117
– – ﹤0.01% 408
2026
Q1 		$813 Hold
117
– – ﹤0.01% 395
2025
Q4 		$909 Hold
117
– – ﹤0.01% 393
2025
Q3 		$716 Buy
+117
New +$562 ﹤0.01% 411

Other funds holding LUMN

CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jackson Grant Investment Advisers's LUMN Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Lumen (LUMN) position steady in Q2 2026 at 117 shares worth $899. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Jackson Grant Investment Advisers first reported a position in LUMN in Q3 2025 and has held it in 4 quarters since. The position peaked at $909 in Q4 2025. 214 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Jackson Grant Investment Advisers held 117 shares of Lumen worth $899 as of Q2 2026.
  • Jackson Grant Investment Advisers left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #408 holding.
  • Jackson Grant Investment Advisers first reported a position in Lumen in Q3 2025 and has held it in 4 quarters since.
  • Jackson Grant Investment Advisers's Lumen position peaked at $909 in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.