KA
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Kovack Advisors’s Lumen LUMN Stock Holding History

Kovack 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 		$171K Sell
22,304
-3,377
-13% -$29.6K 0.01% 1011
2026
Q1 		$179K Sell
25,681
-500
-2% -$3.78K 0.01% 947
2025
Q4 		$203K Buy
+26,181
New +$215K 0.01% 941
2023
Q3 		– Sell
-10,722
Closed -$24.2K – 590
2023
Q2 		$24.2K Sell
10,722
-1,270
-11% -$2.8K ﹤0.01% 576
2023
Q1 		$31.8K Buy
+11,992
New +$48.4K ﹤0.01% 581
2022
Q2 		– Sell
-14,132
Closed -$159K – 694
2022
Q1 		$159K Buy
+14,132
New +$162K 0.02% 667
2021
Q1 		– Sell
-12,410
Closed -$121K – 679
2020
Q4 		$121K Sell
12,410
-1,900
-13% -$18.8K 0.02% 553
2020
Q3 		$144K Buy
14,310
+1,800
+14% +$18.7K 0.03% 441
2020
Q2 		$125K Buy
12,510
+200
+2% +$2K 0.02% 434
2020
Q1 		$116K Sell
12,310
-6,055
-33% -$75.7K 0.03% 399
2019
Q4 		$243K Sell
18,365
-2,184
-11% -$29.3K 0.04% 410
2019
Q3 		$256K Buy
20,549
+3,836
+23% +$45.6K 0.05% 365
2019
Q2 		$197K Buy
16,713
+3,563
+27% +$40.1K 0.05% 401
2019
Q1 		$158K Buy
13,150
+1,101
+9% +$15.3K 0.04% 394
2018
Q4 		$183K Buy
12,049
+927
+8% +$17.7K 0.05% 355
2018
Q3 		$236K Buy
+11,122
New +$233K 0.06% 350
2018
Q2 		– Sell
-11,376
Closed -$187K – 492
2018
Q1 		$187K Buy
+11,376
New +$197K 0.05% 436
2017
Q4 		– Sell
-11,447
Closed -$216K – 490
2017
Q3 		$216K Buy
11,447
+1,190
+12% +$25.1K 0.07% 304
2017
Q2 		$245K Buy
10,257
+1,280
+14% +$32.2K 0.08% 293
2017
Q1 		$212K Buy
+8,977
New +$219K 0.08% 259

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

Kovack Advisors's LUMN Position: Q2 2026 in Review

Kovack Advisors reduced its Lumen (LUMN) stake by 13% in Q2 2026, selling an estimated $29.6K and leaving 22,304 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #1011.

Kovack Advisors first reported a position in LUMN in Q1 2017 and has held it in 20 quarters since. The position peaked at $256K in Q3 2019. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Kovack Advisors held 22,304 shares of Lumen worth $171K as of Q2 2026.
  • Kovack Advisors sold 3,377 Lumen shares in Q2 2026, an estimated $29.6K.
  • Lumen made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #1011 holding.
  • Kovack Advisors first reported a position in Lumen in Q1 2017 and has held it in 20 quarters since.
  • Kovack Advisors's Lumen position peaked at $256K in Q3 2019.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.