Jones Financial Companies
LUMN icon

Jones Financial Companies’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Jones Financial Companies’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 		$481K Buy
59,589
+16,701
+39% +$146K ﹤0.01% 2231
2026
Q1 		$286K Buy
42,888
+4,421
+11% +$33.5K ﹤0.01% 2263
2025
Q4 		$299K Buy
38,467
+7,604
+25% +$62.6K ﹤0.01% 1726
2025
Q3 		$183K Sell
30,863
-155
-0.5% -$744 ﹤0.01% 1818
2025
Q2 		$140K Buy
31,018
+1,123
+4% +$4.35K ﹤0.01% 1794
2025
Q1 		$118K Buy
29,895
+15,534
+108% +$77.4K ﹤0.01% 1707
2024
Q4 		$76.3K Buy
14,361
+8,963
+166% +$61.8K ﹤0.01% 1723
2024
Q3 		$39.3K Buy
5,398
+380
+8% +$1.62K ﹤0.01% 1724
2024
Q2 		$5.52K Buy
5,018
+4,018
+402% +$5.09K ﹤0.01% 1918
2024
Q1 		$1.56K Buy
+1,000
New +$1.56K ﹤0.01% 1279
2023
Q2 		– Sell
-500
Closed -$1.32K – 567
2023
Q1 		$1.32K Buy
+500
New +$2.02K ﹤0.01% 559
2022
Q3 		– Sell
-52
Closed -$1K – 653
2022
Q2 		$1K Buy
+52
New +$584 ﹤0.01% 658
2021
Q1 		– Sell
-178
Closed -$2K – 829
2020
Q4 		$2K Buy
+178
New +$1.76K ﹤0.01% 612
2013
Q4 		– Sell
-1,765
Closed -$55K – 409
2013
Q3 		$55K Buy
1,765
+142
+9% +$4.83K ﹤0.01% 284
2013
Q2 		$57K Buy
+1,623
New +$59K ﹤0.01% 309

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 $3.38T AUM 44.17% 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

Jones Financial Companies's LUMN Position: Q2 2026 in Review

Jones Financial Companies increased its Lumen Technologies, Inc. Common Stock (LUMN) stake by 39% in Q2 2026, buying an estimated $146K and bringing the position to 59,589 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

Jones Financial Companies first reported a position in LUMN in Q2 2013 and has held it in 15 quarters since. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Jones Financial Companies held 59,589 shares of Lumen Technologies, Inc. Common Stock worth $481K as of Q2 2026.
  • Jones Financial Companies bought 16,701 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $146K.
  • Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2231 holding.
  • Jones Financial Companies first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2013 and has held it in 15 quarters since.
  • 624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.