SFA
LUMN icon

Sequoia Financial Advisors’s Lumen LUMN Stock Holding History

Sequoia Financial 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 		$10.2M Sell
1,327,331
-12,276
-0.9% -$108K 0.05% 224
2026
Q1 		$9.31M Sell
1,339,607
-29,361
-2% -$222K 0.05% 216
2025
Q4 		$10.6M Buy
1,368,968
+14,544
+1% +$120K 0.06% 200
2025
Q3 		$8.29M Sell
1,354,424
-12,565
-0.9% -$60.3K 0.05% 221
2025
Q2 		$5.99M Sell
1,366,989
-3,609
-0.3% -$14K 0.04% 255
2025
Q1 		$5.37M Sell
1,370,598
-711,367
-34% -$3.54M 0.04% 261
2024
Q4 		$11.1M Buy
2,081,965
+664,823
+47% +$4.59M 0.11% 164
2024
Q3 		$10.1M Buy
+1,417,142
New +$6.05M 0.11% 151
2024
Q2 		– Sell
-10,698
Closed -$16.7K – 1263
2024
Q1 		$16.7K Buy
+10,698
New +$16.7K ﹤0.01% 1160
2023
Q3 		– Sell
-36,835
Closed -$83.2K – 988
2023
Q2 		$83.2K Sell
36,835
-7,905
-18% -$17.4K ﹤0.01% 931
2023
Q1 		$119K Buy
+44,740
New +$181K ﹤0.01% 795
2018
Q2 		– Sell
-261,446
Closed -$4.3M – 318
2018
Q1 		$4.3M Sell
261,446
-25,836
-9% -$448K 0.45% 42
2017
Q4 		$4.79M Buy
+287,282
New +$4.87M 0.5% 40
2016
Q3 		– Sell
-6,928
Closed -$201K – 267
2016
Q2 		$201K Buy
+6,928
New +$202K 0.06% 229

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

Sequoia Financial Advisors's LUMN Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Lumen (LUMN) stake by 0.92% in Q2 2026, selling an estimated $108K and leaving 1,327,331 shares worth $10.2M. The position accounts for 0.05% of the portfolio, ranked #224.

Sequoia Financial Advisors first reported a position in LUMN in Q2 2016 and has held it in 14 quarters since. The position peaked at $11.1M in Q4 2024. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Sequoia Financial Advisors held 1,327,331 shares of Lumen worth $10.2M as of Q2 2026.
  • Sequoia Financial Advisors sold 12,276 Lumen shares in Q2 2026, an estimated $108K.
  • Lumen made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #224 holding.
  • Sequoia Financial Advisors first reported a position in Lumen in Q2 2016 and has held it in 14 quarters since.
  • Sequoia Financial Advisors's Lumen position peaked at $11.1M in Q4 2024.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.