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Phillip James Consulting’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Phillip James Consulting’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 		– Sell
-75
Closed -$3K – 361
2026
Q1 		$3K Buy
+75
New +$568 ﹤0.01% 214

Other funds holding LUMN

BlackRock
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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

Phillip James Consulting's LUMN Position: Q2 2026 in Review

Phillip James Consulting sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2026, closing a stake of 75 shares — an estimated $3K sold.

Phillip James Consulting first reported a position in LUMN in Q1 2026 and held it in 1 quarter. The position peaked at $3K in Q1 2026. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Phillip James Consulting reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2026 after selling out during the quarter.
  • Phillip James Consulting sold 75 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $3K.
  • Phillip James Consulting first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2026 and held it in 1 quarter.
  • Phillip James Consulting's Lumen Technologies, Inc. Common Stock position peaked at $3K in Q1 2026.
  • 624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.