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Pinnacle Wealth Planning Services’s Lumen LUMN Stock Holding History

Pinnacle Wealth Planning Services’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 		$183K Buy
23,882
+524
+2% +$4.59K 0.02% 561
2026
Q1 		$162K Buy
23,358
+1,006
+5% +$7.61K 0.02% 555
2025
Q4 		$174K Buy
22,352
+779
+4% +$6.41K 0.02% 516
2025
Q3 		$132K Buy
21,573
+1,971
+10% +$9.46K 0.02% 463
2025
Q2 		$85.9K Buy
+19,602
New +$76K 0.01% 441
2025
Q1 		– Sell
-12,131
Closed -$64.4K – 421
2024
Q4 		$64.4K Sell
12,131
-559
-4% -$3.86K 0.01% 380
2024
Q3 		$90.1K Buy
+12,690
New +$54.2K 0.01% 511
2021
Q1 		– Sell
-369
Closed -$4K – 1260
2020
Q4 		$4K Buy
+369
New +$3.64K ﹤0.01% 1738

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
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

Pinnacle Wealth Planning Services's LUMN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Lumen (LUMN) stake by 2.2% in Q2 2026, buying an estimated $4.59K and bringing the position to 23,882 shares worth $183K. The position accounts for 0.02% of the portfolio, ranked #561.

Pinnacle Wealth Planning Services first reported a position in LUMN in Q4 2020 and has held it in 8 quarters since. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 23,882 shares of Lumen worth $183K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 524 Lumen shares in Q2 2026, an estimated $4.59K.
  • Lumen made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #561 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lumen in Q4 2020 and has held it in 8 quarters since.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.