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Sarver Vrooman Wealth Advisors’s Lumen LUMN Stock Holding History

Sarver Vrooman Wealth 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 		$65 Hold
9
– – ﹤0.01% 145
2026
Q1 		$63 Hold
9
– – ﹤0.01% 137
2025
Q4 		$70 Buy
+9
New +$74 ﹤0.01% 136

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

Sarver Vrooman Wealth Advisors's LUMN Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Lumen (LUMN) position steady in Q2 2026 at 9 shares worth $65. The position accounts for ﹤0.01% of the portfolio, ranked #145.

Sarver Vrooman Wealth Advisors first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $70 in Q4 2025. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 9 shares of Lumen worth $65 as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Lumen in Q4 2025 and has held it in 3 quarters since.
  • Sarver Vrooman Wealth Advisors's Lumen position peaked at $70 in Q4 2025.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.