Prestige Wealth Management Group’s Lumen LUMN Stock Holding History

Prestige Wealth Management Group’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	$3.42K	Buy	446 +134	+43%	+$1.18K	﹤0.01%	665
2026 Q1	$2.17K	Buy	312 +59	+23%	+$447	﹤0.01%	726
2025 Q4	$1.96K	Hold	253	–	–	﹤0.01%	767
2025 Q3	$1.55K	Sell	253 -35	-12%	-$168	﹤0.01%	792
2025 Q2	$1.26K	Sell	288 -259	-47%	-$1K	﹤0.01%	824
2025 Q1	$2.14K	Buy	547 +259	+90%	+$1.29K	﹤0.01%	730
2024 Q4	$1.53K	Hold	288	–	–	﹤0.01%	824
2024 Q3	$2.04K	Hold	288	–	–	﹤0.01%	763
2024 Q2	$317	Hold	288	–	–	﹤0.01%	957
2024 Q1	$449	Hold	288	–	–	﹤0.01%	966
2023 Q4	$527	Hold	288	–	–	﹤0.01%	941
2023 Q3	$409	Sell	288 -544	-65%	-$921	﹤0.01%	986
2023 Q2	$1.88K	Sell	832 -114	-12%	-$251	﹤0.01%	774
2023 Q1	$2.51K	Buy	946 +693	+274%	+$2.8K	﹤0.01%	707
2022 Q4	$1.32K	Sell	253 -369	-59%	-$2.27K	﹤0.01%	924
2022 Q3	$5K	Buy	622 +335	+117%	+$3.41K	﹤0.01%	560
2022 Q2	$3K	Sell	287 -3	-1%	-$34	﹤0.01%	693
2022 Q1	$3K	Sell	290 -98	-25%	-$1.12K	﹤0.01%	717
2021 Q4	$5K	Sell	388 -4,899	-93%	-$62.4K	﹤0.01%	645
2021 Q3	$65K	Buy	5,287 +140	+3%	+$1.75K	0.02%	230
2021 Q2	$69K	Sell	5,147 -476	-8%	-$6.57K	0.02%	215
2021 Q1	$75K	Sell	5,623 -347	-6%	-$4.31K	0.02%	212
2020 Q4	$58K	Buy	5,970 +252	+4%	+$2.49K	0.02%	233
2020 Q3	$58K	Sell	5,718 -254	-4%	-$2.64K	0.02%	234
2020 Q2	$59K	Buy	5,972 +756	+14%	+$7.56K	0.02%	201
2020 Q1	$49K	Buy	5,216 +4,965	+1,978%	+$62.1K	0.02%	179
2019 Q4	$3K	Hold	251	–	–	﹤0.01%	466
2019 Q3	$3K	Hold	251	–	–	﹤0.01%	459
2019 Q2	$3K	Hold	251	–	–	﹤0.01%	436
2019 Q1	$3K	Sell	251 -269	-52%	-$3.74K	﹤0.01%	435
2018 Q4	$8K	Buy	+520	New	+$9.93K	0.01%	480

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

Prestige Wealth Management Group's LUMN Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Lumen (LUMN) stake by 43% in Q2 2026, buying an estimated $1.18K and bringing the position to 446 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Prestige Wealth Management Group first reported a position in LUMN in Q4 2018 and has held it in 31 quarters since. The position peaked at $75K in Q1 2021. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Prestige Wealth Management Group held 446 shares of Lumen worth $3.42K as of Q2 2026.
Prestige Wealth Management Group bought 134 Lumen shares in Q2 2026, an estimated $1.18K.
Lumen made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #665 holding.
Prestige Wealth Management Group first reported a position in Lumen in Q4 2018 and has held it in 31 quarters since.
Prestige Wealth Management Group's Lumen position peaked at $75K in Q1 2021.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.