Secure Asset Management’s Lumen Technologies, Inc. Common Stock 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Secure Asset Management sold out of Lumen Technologies, Inc. Common Stock (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. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

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

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