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 Q2	$2.62K	Buy	344 +21	+7%	+$184	﹤0.01%	944
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 $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

Medallion Wealth Advisors's LUMN Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Lumen (LUMN) stake by 6.5% in Q2 2026, buying an estimated $184 and bringing the position to 344 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Medallion Wealth Advisors first reported a position in LUMN in Q4 2024 and has held it in 7 quarters since. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Medallion Wealth Advisors held 344 shares of Lumen worth $2.62K as of Q2 2026.
Medallion Wealth Advisors bought 21 Lumen shares in Q2 2026, an estimated $184.
Lumen made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #944 holding.
Medallion Wealth Advisors first reported a position in Lumen in Q4 2024 and has held it in 7 quarters since.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.