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Secure Asset Management’s Lumen LUMN Stock Holding History

Secure 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
Q2 		– Sell
-19,621
Closed -$136K – 354
2026
Q1 		$136K Buy
19,621
+1,235
+7% +$9.35K 0.02% 313
2025
Q4 		$143K Hold
18,386
– – 0.02% 336
2025
Q3 		$112K Sell
18,386
-100
-0.5% -$480 0.02% 302
2025
Q2 		$81K Buy
18,486
+235
+1% +$911 0.01% 308
2025
Q1 		$71.5K Sell
18,251
-539
-3% -$2.69K 0.01% 304
2024
Q4 		$99.8K Buy
18,790
+450
+2% +$3.1K 0.02% 312
2024
Q3 		$130K Buy
18,340
+1,205
+7% +$5.14K 0.02% 299
2024
Q2 		$18.8K Buy
+17,135
New +$21.7K ﹤0.01% 282

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

Secure Asset Management's LUMN Position: Q2 2026 in Review

Secure Asset Management sold out of Lumen (LUMN) in Q2 2026, closing a stake of 19,621 shares — an estimated $136K sold.

Secure Asset Management first reported a position in LUMN in Q2 2024 and held it in 8 quarters. The position peaked at $143K in Q4 2025. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Secure Asset Management reported no remaining Lumen position as of Q2 2026 after selling out during the quarter.
  • Secure Asset Management sold 19,621 Lumen shares in Q2 2026, an estimated $136K.
  • Secure Asset Management first reported a position in Lumen in Q2 2024 and held it in 8 quarters.
  • Secure Asset Management's Lumen position peaked at $143K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.