Physician Wealth Advisors’s Lumen LUMN Stock Holding History

Physician Wealth 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	$3.6K	Buy	469 +71	+18%	+$623	﹤0.01%	1247
2026 Q1	$2.77K	Buy	398 +2	+0.5%	+$15	﹤0.01%	1215
2025 Q4	$3.08K	Buy	396 +33	+9%	+$272	﹤0.01%	1128
2025 Q3	$2.22K	Hold	363	–	–	﹤0.01%	1175
2025 Q2	$1.59K	Buy	363 +159	+78%	+$616	﹤0.01%	1145
2025 Q1	$802	Buy	204 +203	+20,300%	+$1.01K	﹤0.01%	1229
2024 Q4	$8	Buy	+1	New	+$7	﹤0.01%	1144

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

Physician Wealth Advisors's LUMN Position: Q2 2026 in Review

Physician Wealth Advisors increased its Lumen (LUMN) stake by 18% in Q2 2026, buying an estimated $623 and bringing the position to 469 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Physician Wealth Advisors first reported a position in LUMN in Q4 2024 and has held it in 7 quarters since. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Physician Wealth Advisors held 469 shares of Lumen worth $3.6K as of Q2 2026.
Physician Wealth Advisors bought 71 Lumen shares in Q2 2026, an estimated $623.
Lumen made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1247 holding.
Physician Wealth Advisors first reported a position in Lumen in Q4 2024 and has held it in 7 quarters since.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.