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Private Wealth Management Group’s Lumen LUMN Stock Holding History

Private 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 		$9.79K Buy
1,275
+147
+13% +$1.29K ﹤0.01% 586
2026
Q1 		$7.84K Sell
1,128
-172
-13% -$1.3K ﹤0.01% 606
2025
Q4 		$10.1K Buy
1,300
+89
+7% +$733 ﹤0.01% 507
2025
Q3 		$7.41K Hold
1,211
– – ﹤0.01% 632
2025
Q2 		$5.3K Buy
1,211
+415
+52% +$1.61K ﹤0.01% 730
2025
Q1 		$3.12K Sell
796
-476
-37% -$2.37K ﹤0.01% 898
2024
Q4 		$6.75K Hold
1,272
– – ﹤0.01% 622
2024
Q3 		$9.03K Buy
+1,272
New +$5.43K ﹤0.01% 487

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

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

Private Wealth Management Group increased its Lumen (LUMN) stake by 13% in Q2 2026, buying an estimated $1.29K and bringing the position to 1,275 shares worth $9.79K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Private Wealth Management Group first reported a position in LUMN in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.1K in Q4 2025. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Private Wealth Management Group held 1,275 shares of Lumen worth $9.79K as of Q2 2026.
  • Private Wealth Management Group bought 147 Lumen shares in Q2 2026, an estimated $1.29K.
  • Lumen made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #586 holding.
  • Private Wealth Management Group first reported a position in Lumen in Q3 2024 and has held it in 8 quarters since.
  • Private Wealth Management Group's Lumen position peaked at $10.1K in Q4 2025.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.