MFG
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Merit Financial Group’s Lumen LUMN Stock Holding History

Merit Financial 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 		$213K Sell
27,775
-1,251
-4% -$11K ﹤0.01% 2070
2026
Q1 		$202K Sell
29,026
-394
-1% -$2.98K ﹤0.01% 1925
2025
Q4 		$229K Buy
29,420
+4,787
+19% +$39.4K ﹤0.01% 1740
2025
Q3 		$151K Buy
24,633
+2,079
+9% +$9.98K ﹤0.01% 1714
2025
Q2 		$98.8K Buy
22,554
+1,206
+6% +$4.67K ﹤0.01% 1638
2025
Q1 		$83.7K Buy
21,348
+459
+2% +$2.29K ﹤0.01% 1362
2024
Q4 		$111K Buy
+20,889
New +$144K ﹤0.01% 1127
2023
Q4 		– Sell
-11,900
Closed -$16.9K – 807
2023
Q3 		$16.9K Sell
11,900
-345
-3% -$584 ﹤0.01% 737
2023
Q2 		$27.7K Sell
12,245
-1,125
-8% -$2.48K ﹤0.01% 737
2023
Q1 		$35.4K Buy
13,370
+1,575
+13% +$6.35K ﹤0.01% 620
2022
Q4 		$61.6K Buy
+11,795
New +$72.5K ﹤0.01% 659

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Merit Financial Group's LUMN Position: Q2 2026 in Review

Merit Financial Group reduced its Lumen (LUMN) stake by 4.3% in Q2 2026, selling an estimated $11K and leaving 27,775 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

Merit Financial Group first reported a position in LUMN in Q4 2022 and has held it in 11 quarters since. The position peaked at $229K in Q4 2025. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Merit Financial Group held 27,775 shares of Lumen worth $213K as of Q2 2026.
  • Merit Financial Group sold 1,251 Lumen shares in Q2 2026, an estimated $11K.
  • Lumen made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2070 holding.
  • Merit Financial Group first reported a position in Lumen in Q4 2022 and has held it in 11 quarters since.
  • Merit Financial Group's Lumen position peaked at $229K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.