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Pension & Wealth Management Advisors’s Lumen LUMN Stock Holding History

Pension & Wealth Management Advisors’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 		$46 Hold
6
– – ﹤0.01% 536
2026
Q1 		$42 Hold
6
– – ﹤0.01% 506
2025
Q4 		$47 Hold
6
– – ﹤0.01% 524
2025
Q3 		$37 Buy
+6
New +$29 ﹤0.01% 535

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
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
FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Pension & Wealth Management Advisors's LUMN Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Lumen (LUMN) position steady in Q2 2026 at 6 shares worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Pension & Wealth Management Advisors first reported a position in LUMN in Q3 2025 and has held it in 4 quarters since. The position peaked at $47 in Q4 2025. 582 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Pension & Wealth Management Advisors held 6 shares of Lumen worth $46 as of Q2 2026.
  • Pension & Wealth Management Advisors left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #536 holding.
  • Pension & Wealth Management Advisors first reported a position in Lumen in Q3 2025 and has held it in 4 quarters since.
  • Pension & Wealth Management Advisors's Lumen position peaked at $47 in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.