PDS Planning’s Lumen LUMN Stock Holding History

PDS Planning’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	$108K	Sell	14,124 -899	-6%	-$7.88K	0.01%	597
2026 Q1	$104K	Buy	15,023 +715	+5%	+$5.41K	0.01%	545
2025 Q4	$111K	Buy	14,308 +252	+2%	+$2.07K	0.01%	534
2025 Q3	$86K	Buy	+14,056	New	+$67.5K	0.01%	529
2023 Q3	–	Sell	-15,617	Closed	-$35.3K	–	355
2023 Q2	$35.3K	Buy	15,617 +4,112	+36%	+$9.05K	﹤0.01%	340
2023 Q1	$30.5K	Buy	+11,505	New	+$46.4K	﹤0.01%	301

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

PDS Planning's LUMN Position: Q2 2026 in Review

PDS Planning reduced its Lumen (LUMN) stake by 6% in Q2 2026, selling an estimated $7.88K and leaving 14,124 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #597.

PDS Planning first reported a position in LUMN in Q1 2023 and has held it in 6 quarters since. The position peaked at $111K in Q4 2025. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

PDS Planning held 14,124 shares of Lumen worth $108K as of Q2 2026.
PDS Planning sold 899 Lumen shares in Q2 2026, an estimated $7.88K.
Lumen made up 0.01% of PDS Planning's portfolio in Q2 2026, its #597 holding.
PDS Planning first reported a position in Lumen in Q1 2023 and has held it in 6 quarters since.
PDS Planning's Lumen position peaked at $111K in Q4 2025.
621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.