Medallion Wealth Advisors’s Lumen LUMN Stock Holding History

Medallion Wealth 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 Q1	$2.25K	Hold	323	–	–	﹤0.01%	988
2025 Q4	$2.51K	Hold	323	–	–	﹤0.01%	959
2025 Q3	$1.98K	Hold	323	–	–	﹤0.01%	980
2025 Q2	$1.42K	Hold	323	–	–	﹤0.01%	997
2025 Q1	$1.27K	Hold	323	–	–	﹤0.01%	971
2024 Q4	$1.27K	Buy	+323	New	+$2.23K	﹤0.01%	906

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Medallion Wealth Advisors's LUMN Position: Q1 2026 in Review

Medallion Wealth Advisors held its Lumen (LUMN) position steady in Q1 2026 at 323 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Medallion Wealth Advisors first reported a position in LUMN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.51K in Q4 2025. 593 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

Medallion Wealth Advisors held 323 shares of Lumen worth $2.25K as of Q1 2026.
Medallion Wealth Advisors left its Lumen share count unchanged in Q1 2026.
Lumen made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #988 holding.
Medallion Wealth Advisors first reported a position in Lumen in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Lumen position peaked at $2.51K in Q4 2025.
593 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.