ORG Wealth Partners’s Lumen LUMN Stock Holding History

ORG Wealth Partners’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	$64.3K	Hold	8,373	–	–	0.01%	326
2026 Q1	$58.2K	Hold	8,373	–	–	0.01%	317
2025 Q4	$65.1K	Hold	8,373	–	–	0.02%	303
2025 Q3	$51.2K	Hold	8,373	–	–	0.01%	320
2025 Q2	$37.8K	Hold	8,373	–	–	0.01%	350
2025 Q1	$32.2K	Hold	8,373	–	–	0.01%	385
2024 Q4	$44.5K	Hold	8,373	–	–	0.01%	256
2024 Q3	$59.4K	Buy	+8,373	New	+$35.7K	0.02%	234

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

ORG Wealth Partners's LUMN Position: Q2 2026 in Review

ORG Wealth Partners held its Lumen (LUMN) position steady in Q2 2026 at 8,373 shares worth $64.3K. The position accounts for 0.01% of the portfolio, ranked #326.

ORG Wealth Partners first reported a position in LUMN in Q3 2024 and has held it in 8 quarters since. The position peaked at $65.1K in Q4 2025. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

ORG Wealth Partners held 8,373 shares of Lumen worth $64.3K as of Q2 2026.
ORG Wealth Partners left its Lumen share count unchanged in Q2 2026.
Lumen made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #326 holding.
ORG Wealth Partners first reported a position in Lumen in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Lumen position peaked at $65.1K in Q4 2025.
620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.