Legacy Wealth Management (Idaho)’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Legacy Wealth Management (Idaho)’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	-4,275	Closed	-$29.7K	–	621
2026 Q1	$29.7K	Hold	4,275	–	–	0.01%	337
2025 Q4	$33.2K	Hold	4,275	–	–	0.02%	267
2025 Q3	$26.2K	Hold	4,275	–	–	0.01%	241
2025 Q2	$18.7K	Hold	4,275	–	–	0.01%	248
2025 Q1	$16.8K	Hold	4,275	–	–	0.01%	268
2024 Q4	$21.3K	Hold	4,275	–	–	0.01%	210
2024 Q3	$38K	Buy	+4,275	New	+$18.3K	0.02%	138

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s LUMN Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2026, closing a stake of 4,275 shares — an estimated $29.7K sold.

Legacy Wealth Management (Idaho) first reported a position in LUMN in Q3 2024 and held it in 7 quarters. The position peaked at $38K in Q3 2024. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 4,275 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $29.7K.
Legacy Wealth Management (Idaho) first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s Lumen Technologies, Inc. Common Stock position peaked at $38K in Q3 2024.
624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.