Private Advisory Group’s Lumen LUMN Stock Holding History

Private Advisory 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 Q1	–	Sell	-154,409	Closed	-$1.2M	–	311
2025 Q4	$1.2M	Buy	+154,409	New	+$1.27M	0.09%	113
2018 Q4	–	Sell	-37,201	Closed	-$787K	–	141
2018 Q3	$787K	Buy	+37,201	New	+$778K	0.4%	73

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Private Advisory Group's LUMN Position: Q1 2026 in Review

Private Advisory Group sold out of Lumen (LUMN) in Q1 2026, closing a stake of 154,409 shares — an estimated $1.2M sold.

Private Advisory Group first reported a position in LUMN in Q3 2018 and held it in 2 quarters. The position peaked at $1.2M in Q4 2025. 599 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

Private Advisory Group reported no remaining Lumen position as of Q1 2026 after selling out during the quarter.
Private Advisory Group sold 154,409 Lumen shares in Q1 2026, an estimated $1.2M.
Private Advisory Group first reported a position in Lumen in Q3 2018 and held it in 2 quarters.
Private Advisory Group's Lumen position peaked at $1.2M in Q4 2025.
599 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.