NWM
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Navigoe Wealth Management’s Lumen LUMN Stock Holding History

Navigoe Wealth Management’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 		$0 Buy
+42
New +$368 ﹤0.01% 843

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

Navigoe Wealth Management's LUMN Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in Lumen (LUMN) in Q2 2026: 42 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #843 among its holdings.

620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Navigoe Wealth Management held 42 shares of Lumen worth $0 as of Q2 2026.
  • Lumen was a new Navigoe Wealth Management position in Q2 2026.
  • Lumen made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #843 holding.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.