SHP Wealth Management’s Lumen LUMN Stock Holding History

SHP Wealth 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 Q1	$5.03K	Hold	723	–	–	﹤0.01%	1067
2025 Q4	$5.62K	Buy	+723	New	+$5.95K	﹤0.01%	959

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SHP Wealth Management's LUMN Position: Q1 2026 in Review

SHP Wealth Management held its Lumen (LUMN) position steady in Q1 2026 at 723 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

SHP Wealth Management first reported a position in LUMN in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.62K in Q4 2025. 597 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

SHP Wealth Management held 723 shares of Lumen worth $5.03K as of Q1 2026.
SHP Wealth Management left its Lumen share count unchanged in Q1 2026.
Lumen made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1067 holding.
SHP Wealth Management first reported a position in Lumen in Q4 2025 and has held it in 2 quarters since.
SHP Wealth Management's Lumen position peaked at $5.62K in Q4 2025.
597 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.