Private Wealth Asset Management’s Lumen LUMN Stock Holding History

Private Wealth Asset Management’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	-59	Closed	-$458	–	1054
2025 Q4	$458	Hold	59	–	–	﹤0.01%	896
2025 Q3	$361	Hold	59	–	–	﹤0.01%	902
2025 Q2	$258	Hold	59	–	–	﹤0.01%	933
2025 Q1	$231	Buy	+59	New	+$294	﹤0.01%	1067

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 Wealth Asset Management's LUMN Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Lumen (LUMN) in Q1 2026, closing a stake of 59 shares — an estimated $458 sold.

Private Wealth Asset Management first reported a position in LUMN in Q1 2025 and held it in 4 quarters. The position peaked at $458 in Q4 2025. 599 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

Private Wealth Asset Management reported no remaining Lumen position as of Q1 2026 after selling out during the quarter.
Private Wealth Asset Management sold 59 Lumen shares in Q1 2026, an estimated $458.
Private Wealth Asset Management first reported a position in Lumen in Q1 2025 and held it in 4 quarters.
Private Wealth Asset Management's Lumen position peaked at $458 in Q4 2025.
599 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.