Scarborough Advisors’s Lumen LUMN Stock Holding History

Scarborough 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	–	Sell	-170	Closed	-$1.18K	–	442
2026 Q1	$1.18K	Buy	+170	New	+$1.29K	﹤0.01%	632
2024 Q1	–	Sell	-479	Closed	-$876	–	584
2023 Q4	$876	Buy	+479	New	+$679	﹤0.01%	631

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

Scarborough Advisors's LUMN Position: Q2 2026 in Review

Scarborough Advisors sold out of Lumen (LUMN) in Q2 2026, closing a stake of 170 shares — an estimated $1.18K sold.

Scarborough Advisors first reported a position in LUMN in Q4 2023 and held it in 2 quarters. The position peaked at $1.18K in Q1 2026. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Scarborough Advisors reported no remaining Lumen position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 170 Lumen shares in Q2 2026, an estimated $1.18K.
Scarborough Advisors first reported a position in Lumen in Q4 2023 and held it in 2 quarters.
Scarborough Advisors's Lumen position peaked at $1.18K in Q1 2026.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.