Key Financial Inc’s Lumen LUMN Stock Holding History

Key Financial Inc’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	$123	Hold	16	–	–	﹤0.01%	1321
2026 Q1	$111	Hold	16	–	–	﹤0.01%	1359
2025 Q4	$124	Hold	16	–	–	﹤0.01%	1399
2025 Q3	$97	Hold	16	–	–	﹤0.01%	1427
2025 Q2	$70	Hold	16	–	–	﹤0.01%	1412
2025 Q1	$63	Hold	16	–	–	﹤0.01%	1368
2024 Q4	$85	Hold	16	–	–	﹤0.01%	1362
2024 Q3	$114	Hold	16	–	–	﹤0.01%	1328
2024 Q2	$18	Sell	16 -1,000	-98%	-$1.27K	﹤0.01%	1335
2024 Q1	$1.58K	Hold	1,016	–	–	﹤0.01%	1129
2023 Q4	$1.86K	Hold	1,016	–	–	﹤0.01%	1110
2023 Q3	$1.44K	Hold	1,016	–	–	﹤0.01%	1149
2023 Q2	$2.3K	Hold	1,016	–	–	﹤0.01%	1147
2023 Q1	$2.69K	Hold	1,016	–	–	﹤0.01%	914
2022 Q4	$7.4K	Hold	1,016	–	–	﹤0.01%	702
2022 Q3	$7K	Hold	1,016	–	–	﹤0.01%	722
2022 Q2	$11K	Buy	1,016 +823	+426%	+$9.24K	0.01%	610
2022 Q1	$2K	Buy	193 +17	+10%	+$195	﹤0.01%	933
2021 Q4	$2K	Hold	176	–	–	﹤0.01%	829
2021 Q3	$2K	Hold	176	–	–	﹤0.01%	810
2021 Q2	$2K	Hold	176	–	–	﹤0.01%	775
2021 Q1	$2K	Buy	176 +160	+1,000%	+$1.99K	﹤0.01%	685
2020 Q4	$0	Buy	+16	New	+$158	﹤0.01%	727
2020 Q2	–	Sell	-176	Closed	-$2K	–	398
2020 Q1	$2K	Buy	+176	New	+$2.2K	﹤0.01%	604

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

Key Financial Inc's LUMN Position: Q2 2026 in Review

Key Financial Inc held its Lumen (LUMN) position steady in Q2 2026 at 16 shares worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Key Financial Inc first reported a position in LUMN in Q1 2020 and has held it in 24 quarters since. The position peaked at $11K in Q2 2022. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Key Financial Inc held 16 shares of Lumen worth $123 as of Q2 2026.
Key Financial Inc left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1321 holding.
Key Financial Inc first reported a position in Lumen in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Lumen position peaked at $11K in Q2 2022.
620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.