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ORG Wealth Partners’s Lumen Technologies, Inc. Common Stock 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
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 $3.38T AUM 44.17% 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

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

ORG Wealth Partners held its Lumen Technologies, Inc. Common Stock (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. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • ORG Wealth Partners held 8,373 shares of Lumen Technologies, Inc. Common Stock worth $64.3K as of Q2 2026.
  • ORG Wealth Partners left its Lumen Technologies, Inc. Common Stock share count unchanged in Q2 2026.
  • Lumen Technologies, Inc. Common Stock 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 Technologies, Inc. Common Stock in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Lumen Technologies, Inc. Common Stock position peaked at $65.1K in Q4 2025.
  • 624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

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