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Plante Moran Financial Advisors’s Lumen LUMN Stock Holding History

Plante Moran Financial 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 		$24.4K Buy
3,171
+208
+7% +$1.82K ﹤0.01% 445
2026
Q1 		$20.6K Sell
2,963
-40
-1% -$303 ﹤0.01% 426
2025
Q4 		$23.3K Buy
3,003
+40
+1% +$329 ﹤0.01% 429
2025
Q3 		$18.1K Hold
2,963
– – ﹤0.01% 477
2025
Q2 		$13K Sell
2,963
-13
-0.4% -$50 ﹤0.01% 531
2025
Q1 		$11.7K Hold
2,976
– – ﹤0.01% 546
2024
Q4 		$15.8K Hold
2,976
– – ﹤0.01% 525
2024
Q3 		$21.1K Hold
2,976
– – ﹤0.01% 520
2024
Q2 		$3.27K Hold
2,976
– – ﹤0.01% 682
2024
Q1 		$4.64K Hold
2,976
– – ﹤0.01% 693
2023
Q4 		$5.45K Hold
2,976
– – ﹤0.01% 642
2023
Q3 		$4.23K Hold
2,976
– – ﹤0.01% 622
2023
Q2 		$6.73K Hold
2,976
– – ﹤0.01% 602
2023
Q1 		$7.89K Hold
2,976
– – ﹤0.01% 593
2022
Q4 		$15.5K Hold
2,976
– – ﹤0.01% 515
2022
Q3 		$22K Buy
2,976
+2,963
+22,792% +$30.1K ﹤0.01% 444
2022
Q2 		$0 Hold
13
– – ﹤0.01% 1018
2022
Q1 		$0 Sell
13
-608
-98% -$6.96K ﹤0.01% 919
2021
Q4 		$8K Buy
621
+162
+35% +$2.06K ﹤0.01% 726
2021
Q3 		$6K Buy
459
+13
+3% +$163 ﹤0.01% 764
2021
Q2 		$6K Hold
446
– – ﹤0.01% 758
2021
Q1 		$6K Buy
446
+336
+305% +$4.17K ﹤0.01% 749
2020
Q4 		$1K Buy
+110
New +$1.09K ﹤0.01% 835
2019
Q4 		– Sell
-764
Closed -$10K – 830
2019
Q3 		$10K Buy
764
+687
+892% +$8.16K ﹤0.01% 591
2019
Q2 		$1K Sell
77
-700
-90% -$7.88K ﹤0.01% 759
2019
Q1 		$9K Buy
777
+700
+909% +$9.73K ﹤0.01% 567
2018
Q4 		$1K Sell
77
-31
-29% -$592 ﹤0.01% 813
2018
Q3 		$2K Buy
108
+1
+0.9% +$21 ﹤0.01% 701
2018
Q2 		$2K Buy
107
+59
+123% +$1.07K ﹤0.01% 734
2018
Q1 		$1K Sell
48
-180
-79% -$3.12K ﹤0.01% 907
2017
Q4 		$4K Sell
228
-3,393
-94% -$57.5K ﹤0.01% 722
2017
Q3 		$68K Buy
3,621
+1,268
+54% +$26.7K 0.04% 252
2017
Q2 		$56K Buy
2,353
+2,254
+2,277% +$56.6K 0.04% 285
2017
Q1 		$2K Hold
99
– – ﹤0.01% 798
2016
Q4 		$2K Sell
99
-1,701
-95% -$43.2K ﹤0.01% 857
2016
Q3 		$49K Buy
1,800
+477
+36% +$13.9K 0.03% 327
2016
Q2 		$38K Sell
1,323
-325
-20% -$9.47K 0.03% 330
2016
Q1 		$53K Buy
1,648
+203
+14% +$5.69K 0.04% 256
2015
Q4 		$36K Buy
1,445
+52
+4% +$1.4K 0.03% 353
2015
Q3 		$35K Buy
1,393
+349
+33% +$9.66K 0.03% 314
2015
Q2 		$31K Sell
1,044
-327
-24% -$11.1K 0.02% 363
2015
Q1 		$47K Buy
1,371
+1,323
+2,756% +$49.4K 0.03% 294
2014
Q4 		$2K Hold
48
– – ﹤0.01% 758
2014
Q3 		$2K Sell
48
-125
-72% -$4.91K ﹤0.01% 738
2014
Q2 		$6K Buy
173
+48
+38% +$1.72K 0.01% 638
2014
Q1 		$4K Sell
125
-757
-86% -$23.2K ﹤0.01% 497
2013
Q4 		$28K Buy
882
+619
+235% +$19.8K 0.02% 307
2013
Q3 		$8K Sell
263
-48
-15% -$1.63K ﹤0.01% 422
2013
Q2 		$11K Buy
+311
New +$11.3K 0.01% 328

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Plante Moran Financial Advisors's LUMN Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Lumen (LUMN) stake by 7% in Q2 2026, buying an estimated $1.82K and bringing the position to 3,171 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Plante Moran Financial Advisors first reported a position in LUMN in Q2 2013 and has held it in 49 quarters since. The position peaked at $68K in Q3 2017. 318 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Plante Moran Financial Advisors held 3,171 shares of Lumen worth $24.4K as of Q2 2026.
  • Plante Moran Financial Advisors bought 208 Lumen shares in Q2 2026, an estimated $1.82K.
  • Lumen made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #445 holding.
  • Plante Moran Financial Advisors first reported a position in Lumen in Q2 2013 and has held it in 49 quarters since.
  • Plante Moran Financial Advisors's Lumen position peaked at $68K in Q3 2017.
  • 318 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.