LA
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Legacy Advisors’s Lumen LUMN Stock Holding History

Legacy 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 		$272K Buy
+35,400
New +$310K 0.03% 272
2019
Q3 		– Sell
-48
Closed -$1K – 233
2019
Q2 		$1K Sell
48
-2,000
-98% -$22.5K ﹤0.01% 358
2019
Q1 		$25K Buy
+2,048
New +$28.5K 0.01% 259
2018
Q4 		– Sell
-127
Closed -$3K – 271
2018
Q3 		$3K Buy
127
+79
+165% +$1.65K ﹤0.01% 430
2018
Q2 		$1K Hold
48
– – ﹤0.01% 400
2018
Q1 		$1K Sell
48
-1,455
-97% -$25.2K ﹤0.01% 366
2017
Q4 		$25K Buy
1,503
+1,455
+3,031% +$24.7K 0.02% 163
2017
Q3 		$0 Hold
48
– – ﹤0.01% 360
2017
Q2 		$1K Hold
48
– – ﹤0.01% 192
2017
Q1 		$1K Sell
48
-1,400
-97% -$34.2K ﹤0.01% 192
2016
Q4 		$34K Buy
+1,448
New +$36.8K 0.05% 122

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

Legacy Advisors's LUMN Position: Q2 2026 in Review

Legacy Advisors opened a new position in Lumen (LUMN) in Q2 2026: 35,400 shares worth $272K. The stake represents 0.03% of the portfolio and ranks #272 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in LUMN as recently as Q2 2019.

Legacy Advisors first reported a position in LUMN in Q4 2016 and has held it in 11 quarters since. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Legacy Advisors held 35,400 shares of Lumen worth $272K as of Q2 2026.
  • Lumen was a new Legacy Advisors position in Q2 2026.
  • Lumen made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #272 holding.
  • Legacy Advisors first reported a position in Lumen in Q4 2016 and has held it in 11 quarters since.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.