Measured Wealth Private Client Group’s Lumen LUMN Stock Holding History

Measured Wealth Private Client 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	$11.9K	Buy	+1,554	New	+$13.6K	﹤0.01%	559
2022 Q3	–	Sell	-10,307	Closed	-$112K	–	169
2022 Q2	$112K	Buy	+10,307	New	+$116K	0.05%	173
2018 Q4	–	Sell	-2,668	Closed	-$56K	–	438
2018 Q3	$56K	Buy	+2,668	New	+$55.8K	0.03%	328

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

Measured Wealth Private Client Group's LUMN Position: Q2 2026 in Review

Measured Wealth Private Client Group opened a new position in Lumen (LUMN) in Q2 2026: 1,554 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: Measured Wealth Private Client Group previously reported a position in LUMN as recently as Q2 2022.

Measured Wealth Private Client Group first reported a position in LUMN in Q3 2018 and has held it in 3 quarters since. The position peaked at $112K in Q2 2022. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Measured Wealth Private Client Group held 1,554 shares of Lumen worth $11.9K as of Q2 2026.
Lumen was a new Measured Wealth Private Client Group position in Q2 2026.
Lumen made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #559 holding.
Measured Wealth Private Client Group first reported a position in Lumen in Q3 2018 and has held it in 3 quarters since.
Measured Wealth Private Client Group's Lumen position peaked at $112K in Q2 2022.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.