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Larson Financial Group’s Lumen LUMN Stock Holding History

Larson Financial Group’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 		$17.3K Buy
2,255
+36
+2% +$316 ﹤0.01% 2089
2026
Q1 		$15.4K Sell
2,219
-83
-4% -$628 ﹤0.01% 1990
2025
Q4 		$17.9K Buy
2,302
+163
+8% +$1.34K ﹤0.01% 1780
2025
Q3 		$13.1K Buy
2,139
+580
+37% +$2.78K ﹤0.01% 1881
2025
Q2 		$6.83K Buy
1,559
+1,452
+1,357% +$5.63K ﹤0.01% 1969
2025
Q1 		$419 Sell
107
-9
-8% -$45 ﹤0.01% 2622
2024
Q4 		$616 Buy
116
+54
+87% +$373 ﹤0.01% 2148
2024
Q3 		$440 Hold
62
– – ﹤0.01% 2159
2024
Q2 		$68 Hold
62
– – ﹤0.01% 2319
2024
Q1 		$97 Hold
62
– – ﹤0.01% 1707
2023
Q4 		$113 Hold
62
– – ﹤0.01% 1697
2023
Q3 		$88 Hold
62
– – ﹤0.01% 1663
2023
Q2 		$140 Hold
62
– – ﹤0.01% 1508
2023
Q1 		$164 Buy
62
+25
+68% +$101 ﹤0.01% 1477
2022
Q4 		$193 Buy
+37
New +$227 ﹤0.01% 1428
2021
Q4 		– Sell
-464
Closed -$6K – 1136
2021
Q3 		$6K Buy
+464
New +$5.82K ﹤0.01% 671

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

Larson Financial Group's LUMN Position: Q2 2026 in Review

Larson Financial Group increased its Lumen (LUMN) stake by 1.6% in Q2 2026, buying an estimated $316 and bringing the position to 2,255 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

Larson Financial Group first reported a position in LUMN in Q3 2021 and has held it in 16 quarters since. The position peaked at $17.9K in Q4 2025. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Larson Financial Group held 2,255 shares of Lumen worth $17.3K as of Q2 2026.
  • Larson Financial Group bought 36 Lumen shares in Q2 2026, an estimated $316.
  • Lumen made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2089 holding.
  • Larson Financial Group first reported a position in Lumen in Q3 2021 and has held it in 16 quarters since.
  • Larson Financial Group's Lumen position peaked at $17.9K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

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