Lloyd Advisory Services’s Lumen LUMN Stock Holding History

Lloyd Advisory Services’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	-47	Closed	-$327	–	849
2026 Q1	$327	Buy	+47	New	+$356	﹤0.01%	779
2022 Q2	–	Sell	-2,314	Closed	-$26K	–	352
2022 Q1	$26K	Buy	2,314 +333	+17%	+$3.81K	0.01%	309
2021 Q4	$25K	Buy	1,981 +185	+10%	+$2.35K	0.01%	273
2021 Q3	$22K	Buy	1,796 +924	+106%	+$11.6K	0.01%	239
2021 Q2	$12K	Buy	872 +353	+68%	+$4.87K	0.01%	265
2021 Q1	$7K	Hold	519	–	–	﹤0.01%	264
2020 Q4	$5K	Buy	+519	New	+$5.12K	﹤0.01%	251

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

Lloyd Advisory Services's LUMN Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Lumen (LUMN) in Q2 2026, closing a stake of 47 shares — an estimated $327 sold.

Lloyd Advisory Services first reported a position in LUMN in Q4 2020 and held it in 7 quarters. The position peaked at $26K in Q1 2022. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Lloyd Advisory Services reported no remaining Lumen position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 47 Lumen shares in Q2 2026, an estimated $327.
Lloyd Advisory Services first reported a position in Lumen in Q4 2020 and held it in 7 quarters.
Lloyd Advisory Services's Lumen position peaked at $26K in Q1 2022.
621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.