Kelleher Financial Advisors’s Lumen LUMN Stock Holding History

Kelleher Financial 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 Q2	–	Sell	-200	Closed	-$876	–	892
2026 Q1	$876	Buy	+200	New	+$1.51K	﹤0.01%	652

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

Kelleher Financial Advisors's LUMN Position: Q2 2026 in Review

Kelleher Financial Advisors sold out of Lumen (LUMN) in Q2 2026, closing a stake of 200 shares — an estimated $876 sold.

Kelleher Financial Advisors first reported a position in LUMN in Q1 2026 and held it in 1 quarter. The position peaked at $876 in Q1 2026. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Kelleher Financial Advisors reported no remaining Lumen position as of Q2 2026 after selling out during the quarter.
Kelleher Financial Advisors sold 200 Lumen shares in Q2 2026, an estimated $876.
Kelleher Financial Advisors first reported a position in Lumen in Q1 2026 and held it in 1 quarter.
Kelleher Financial Advisors's Lumen position peaked at $876 in Q1 2026.
621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.