Mascoma Wealth Management’s Lumen LUMN Stock Holding History

Mascoma Wealth Management’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	$1.11K	Buy	+144	New	+$1.26K	﹤0.01%	499
2023 Q2	–	Sell	-157	Closed	-$372	–	543
2023 Q1	$372	Buy	+157	New	+$633	﹤0.01%	581
2022 Q1	–	Sell	-1,763	Closed	-$22K	–	597
2021 Q4	$22K	Hold	1,763	–	–	0.01%	318
2021 Q3	$22K	Buy	+1,763	New	+$22.1K	0.01%	284
2018 Q3	–	Sell	-450	Closed	-$8K	–	401
2018 Q2	$8K	Buy	+450	New	+$8.17K	0.01%	286
2017 Q4	–	Sell	-107	Closed	-$2K	–	396
2017 Q3	$2K	Sell	107 -400	-79%	-$8.42K	﹤0.01%	366
2017 Q2	$12K	Buy	507 +400	+374%	+$10.1K	0.01%	273
2017 Q1	$3K	Hold	107	–	–	﹤0.01%	322
2016 Q4	$3K	Buy	+107	New	+$2.72K	﹤0.01%	325

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

Mascoma Wealth Management's LUMN Position: Q2 2026 in Review

Mascoma Wealth Management opened a new position in Lumen (LUMN) in Q2 2026: 144 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #499 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in LUMN as recently as Q1 2023.

Mascoma Wealth Management first reported a position in LUMN in Q4 2016 and has held it in 9 quarters since. The position peaked at $22K in Q4 2021. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Mascoma Wealth Management held 144 shares of Lumen worth $1.11K as of Q2 2026.
Lumen was a new Mascoma Wealth Management position in Q2 2026.
Lumen made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #499 holding.
Mascoma Wealth Management first reported a position in Lumen in Q4 2016 and has held it in 9 quarters since.
Mascoma Wealth Management's Lumen position peaked at $22K in Q4 2021.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.