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MJT & Associates Financial Advisory’s Lumen LUMN Stock Holding History

MJT & Associates Financial Advisory’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 		$669 Hold
87
– – ﹤0.01% 430
2026
Q1 		$605 Hold
87
– – ﹤0.01% 413
2025
Q4 		$676 Hold
87
– – ﹤0.01% 415
2025
Q3 		$533 Hold
87
– – ﹤0.01% 434
2025
Q2 		$382 Hold
87
– – ﹤0.01% 443
2025
Q1 		$342 Buy
+87
New +$434 ﹤0.01% 451

Other funds holding LUMN

CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MJT & Associates Financial Advisory's LUMN Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Lumen (LUMN) position steady in Q2 2026 at 87 shares worth $669. The position accounts for ﹤0.01% of the portfolio, ranked #430.

MJT & Associates Financial Advisory first reported a position in LUMN in Q1 2025 and has held it in 6 quarters since. The position peaked at $676 in Q4 2025. 214 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • MJT & Associates Financial Advisory held 87 shares of Lumen worth $669 as of Q2 2026.
  • MJT & Associates Financial Advisory left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #430 holding.
  • MJT & Associates Financial Advisory first reported a position in Lumen in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Lumen position peaked at $676 in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.